Nathan serves as Vice President, Portfolio Strategy at NewEdge Wealth. In his role, he focuses on comprehensive financial planning, investment and tax strategy development, and delivering exceptional client experience. Prior to joining NewEdge, he was an Advisor at Waldron Private Wealth.
Nathan grew up in Ashland, OH, and received his Bachelor of Business Administration in Finance from Duquesne University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Nathan currently resides in Pittsburgh with his wife, Julianne, and their daughter, Margot. In his free time, he can be found hiking, playing golf, and attending the symphony.
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