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Nate became a part of the Aspiriant team in 2004. He provides broad operational support services to Aspiriant clients. His day to day responsibilities include executing transactions, reviewing client asset allocations, and performance reporting. Nate also contributes to the investment strategy and research initiatives of the firm focusing on the fixed income and real estate markets.
Prior work experience involved insurance and banking, working in the Credit Compliance and Risk Department at United Commercial Bank.
Nate graduated from the University of San Francisco with a BS degree in International Business and is a CFA level III candidate.
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Ginny King, Brett Gookin, Nathan Wong |
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