Client Advisory


Nat is a Senior Principal in the Denver office and a member of the Cerity Partners Private Markets Team. He also manages OCIO clients’ private investment portfolios.

Before joining Cerity Partners, Nat utilized his expertise as a Managing Director at Agility. Prior to that, he was a Senior Associate at Strategic Investment Group, an OCIO provider in the Washington DC area, where he was responsible for investment due diligence in private equity, venture capital and illiquid real assets. In addition, Nat had roles on the client service and marketing sides of the business, working with existing clients on a range of portfolio management activities as well as with potential endowment and foundation clients considering an OCIO solution. Nat was also a Senior Associate with IXI Corporation, where his analytics supported market sizing and asset allocation studies on behalf of various bank clients.

When he’s not scouring the world for investment opportunities, Nat enjoys being outdoors with his wife, two young boys, and labradoodle.


  • B.A. in Economics from the University of Virginia


  • Chartered Financial Analyst®
  • Member of the CFA Institute

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