Since 1993 Nathan has counseled high-net-worth families in all aspects of wealth management. He provides advice regarding intergenerational wealth transfer, estate plan design and administration, philanthropic structures, and is especially passionate about working with clients’ investments. Prior to joining Cresset, Nathan was a Principal with Evanston Advisors serving as Chief Investment Officer, with primary responsibility for portfolio strategy, asset allocation, investment research and security selection. Nathan is a CFA charterholder, a CFP® professional, and a Registered Investment Advisor Representative. He is a member of the CFA Institute and the CFA Society of Chicago. Nathan liv