Nate supports a team of wealth advisors and is responsible for financial, investment, and tax planning for high-net-worth families and individuals.
Prior to joining The Colony Group, Nate worked as an equity analyst at a hedge fund and as a registered associate at Merrill Lynch, where he was responsible for financial planning, trading, analysis, and business development. He also helped run his family business in the electrical distribution industry before selling the company to a competitor.
Nate earned a bachelor’s degree in Finance at Fairfield University. He also holds the Series 7 and 66 licenses.
Nate serves part-time in the National Guard for the state of Massachusetts in an infantry division. In his time off, he enjoys traveling, reading, and training for ultramarathons.