Nate Freeman, CIMA®, CPFA®
Nate Freeman is Vice President–Consulting in the CRO Office at Wealthspire. With more than two decades of experience in financial services, he works with advisory teams and employers to identify needs and connect clients with expertise in retirement plan consulting, wealth management, and healthcare fiduciary services. His approach combines a background in accounting and investment management with a focus on practical guidance and lasting relationships.
Since 2022, Nate has focused extensively on healthcare fiduciary consulting, working with organizations ranging from middle-market businesses to large corporations across a broad range of industries. He helps employers understand the growing connection between retirement plan and health plan fiduciary governance, emphasizing disciplined oversight, transparency, and informed decision-making. Before joining Wealthspire, Nate served as Senior Vice President of Business Development at Finspire. His career also includes asset management distribution and public accounting experience with Arthur Andersen.
Nate earned a B.S. in Accounting and Finance from Miami University. He is an inactive Certified Public Accountant and holds the Certified Investment Management Analyst®, Retirement Management Advisor®, and Certified Plan Fiduciary Advisor® designations. He is actively engaged in the CFO community and enjoys helping business leaders translate complex financial and benefits issues into actionable strategies.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
