Client Advisory


Nate is an Associate based in the San Francisco office. He is a member of the Client Advisory team, providing support through administrative and operational activities to help streamline the client experience.

Prior to joining Cerity Partners, Nate was a Wealth Management Intern for The Mather Group.


  • B.S. in Finance from Indiana University Bloomington


  • Investment Adviser Representative (IAR)

Connect with Nate

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues