Professional Background

Nate is a Wealth Advisor at CI Columbia Pacific Private Wealth. He aims to use his passion in financial planning and investments to guide families in achieving their goals. Prior to joining the firm, Nate was a Wealth Advisor Associate at a local RIA, where he implemented financial plans for entrepreneurs and high net worth families. He also worked for Goldman Sachs’ Ayco division in Dallas, TX, where he analyzed client portfolios and advised on strategic asset allocation. Nate is a CFA Charterholder and has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation. He also holds the Series 66 license.

About

Nate grew up in Cape Cod, Massachusetts. He received his Master of Science in Quantitative Finance and Risk Analytics, as well as a Bachelor of Science in Business Management from Rensselaer Polytechnic Institute in Troy, NY. In his spare time, Nate enjoys exploring the mountains of Washington or joining a pick-up basketball game.

Influencer

“Whether you think you can, or think you can’t – you’re right.”

– Henry Ford