Trading & Investments Associate
Nate serves as the Trading & Investments Associate and offers comprehensive support to the Wealth Management and Wealth Advisory Teams. He works to complete trading requests with efficiency and total accuracy. It is his responsibility to ensure client’s accounts are appropriately allocated to the client’s desired model. He helps to monitor the model portfolios and when necessary, will rebalance them as instructed by the Director of Investments.
Nate is a graduate of the University of Wisconsin-Madison with a Bachelor’s of Arts in Economics. He holds securities licenses of Series 7 and Series 66.
Nate enjoys watching and playing sports, specifically football and basketball. He also enjoys traveling, but hasn’t done it enough. He is looking forward to finding more time to explore foreign countries.