Nate is focused on developing customized investment portfolios which are seamlessly integrated into each client’s unique planning strategy. He works with clients to understand their personal financial situation and develops an investment strategy to help achieve their goals. Part of his responsibilities include investment manager due diligence, investment strategy due diligence and portfolio construction. He joined Waldron from Willis Towers Watson where he was an investment consultant working with institutional investors in a similar capacity.
Nate resides in the South Hills of Pittsburgh with his wife Nicci, daughter Blake, and their dog Zoe. He enjoys playing golf, cooking, and traveling.
Education & Certificates
B.S. Finance, Pennsylvania State University
Chartered Financial Analyst
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