Nate helps lead our Investment Team and is deeply involved with the strategic portfolio management decisions at Waldron. Prior to joining Waldron, Nate worked as an institutional investment consultant guiding various institutional investors in strategic asset allocation and portfolio management decisions. He earned a Bachelor’s degree in Finance from Penn State University and is a CFA Charterholder. At Waldron, Nate specializes in investment manager due diligence, investment strategy, and portfolio construction. He works closely with clients to understand their personal financial situation and develops an investment strategy to help achieve their goals. Outside the office, Nate enjoys tra