Nathan serves as Vice President, Portfolio Strategy at NewEdge Wealth. He works with business owners, executives, and families on the decisions that come with building, preserving, and eventually transitioning wealth. His work spans wealth planning, tax and investment strategy, and exit planning for owners preparing for life after the business. Much of his work centers on the years surrounding a sale, when good planning makes the biggest difference in what an owner wants their legacy to be.
Nathan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Exit Planning Advisor (CEPA®). He 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.
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.