Nathan is a key member of the Lehigh Valley team at NewEdge, where he plays a crucial role in investment research, portfolio updates, and overseeing client portfolio monitoring. He is also actively involved in client service, ensuring seamless communication, assisting with meeting preparation, and supporting overall team operations. His analytical skills and attention to detail are essential to our client experience model and execution of our investment strategies.
Before joining NewEdge, Nathan developed a strong foundation in financial services as a Registered Client Service Associate at Morgan Stanley. In this role, he gained valuable experience in client relations, performance reporting, and portfolio management, further developing his expertise in investment strategy and operational processes.
Growing up in Allentown, PA, Nathan played both lacrosse and football, instilling in him a strong sense of teamwork and discipline. He earned his Bachelor of Science in Economics from Muhlenberg College, where he continued his passion for athletics as a member of the lacrosse team.
Beyond finance, Nathan has a diverse range of interests. He enjoys playing guitar, golfing, hiking, and woodworking. A lifelong learned and avid reader, he has a particular fondness for history, classic, and science fiction novels.
With a commitment to professional excellence and a well-rounded perspective, Nathan brings valuable insight and dedication to the NewEdge team.
Honors & Accolades*
Forbes Best-in-State Wealth Management Teams: 2024
*Forbes/Shook Best-in-State Wealth Management Teams ranking awarded in January 2024 based on March 31 data of the previous year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.