Nate serves as a senior advisor associate in our New York office, supporting the broader advisor team in financial planning, investment strategies, and management of client relationships.
He was previously a summer intern for Wealthspire before graduating from SUNY – Geneseo in May 2021. While in school, he was a member of the Economics team of the Student Managed Invest Fund and was part of the CFA Research Challenge team.
Originally from Pittsford, NY, Nate now resides in the city and enjoys hiking and spending time outside in his spare time.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Quality Control/Mechanic Assistant at Rochester Institute of Technology
- Research Assistant at T Shaped Consulting, LLC
Education & Credentials
- BA, State University of New York at Geneseo, Economics, minor in Finance
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
