Nate collaborates closely with the Waldron Advisory Staff team to help meet the unique goals and needs of our valued clients and their families.
Nathan earned a Business Administration degree with a concentration in Finance from Duquesne University. He started his career at Wells Fargo Advisors and joined Waldron in 2020 as an intern before transitioning to a full-time employee.
At Waldron, Nate is involved in a wide array of tasks encompassing tax planning, estate planning, cash flows, charitable giving, and risk management.
Outside of the office, Nathan enjoys hunting, fishing, hiking, and attending the Pittsburgh Symphony with his wife, Julianne.