Nate joined the RMWC team in 2013. He serves as the Director of Finance and Operations, responsible for operations, finance and infrastructure, and is also the Chief Compliance Officer.
Prior to RMWC, Nate joined the investment industry in 2004 with J.P. Morgan. During his time at J.P. Morgan, he held roles in both Operations and Private Banking. At the Private Bank, Nate was a Banker and Client Advisor, working directly with Ultra High Net Worth families, foundations and endowments in the Bay Area and covering the largest revenue and asset base in Northern California. Previously in Operations at J.P. Morgan, Nate worked as a business analyst in the Internal Consulting Services Leadership Development Program in New York and Delaware, focused on merger integration, process improvements and data analytics.
Nate holds a B.A. in Business & Economics from Wheaton College.