In addition to providing investment management and financial planning services to Hamilton Point clients, Nate is a member of the Investment Committee and a portfolio manager. His experience includes serving as a co-portfolio manager for a mutual fund and various separately managed account strategies.
Nate serves on the Rotary District 7710 grants committee, as Program Chair for the Southwest Durham Rotary, and as the Treasurer for the North Carolina Botanical Garden Foundation.
- Wake Forest University
BS Mathematical Economics
- University of North Carolina
Chapel Hill, NC