Experience 18 Years
Nate is a member of the managed accounts team responsible for new business development in the Midwest region. He is experienced across equity, fixed income, and alternative investment strategies. Nate is based in the greater Chicago area.
Nate joined GW&K from Nuveen Investments where he served as a senior internal advisor consultant, and more recently as an IPO and independent broker dealer specialist. He began his career in financial services in 2005 working as a financial advisor for Merrill Lynch and Morgan Stanley before joining Nuveen.
Nate received a BS in Business from The Kelley School of Business at Indiana University and holds the Series 7, 31 and 66 Licenses with FINRA.
GW&K provides the tools, information and accessibility that help me to successfully service and deepen my relationships. I enjoy engaging with and educating advisors. It is rewarding when they view me as a partner and an extension of their practice as opposed to just another sales person.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.Read Article
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.Read Article