As Chief Investment Officer, Nate is the architect for SWP’s overall investment strategy. He oversees the firm’s investment committee, research personnel, and proprietary strategies. Nate’s extensive experience helping high-net worth and institutional clients meet their investment goals makes him an indispensable asset. He is highly respected for crafting solutions to some of the most complex financial situations. Nate comes to SWP from a regional bank where he served as a portfolio manager for trust, investment management, and employee benefits accounts. Earlier in his career, Nate conducted investment research across a long/short equity strategy. Additional prior experience includes por