Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Nathan is an Investment Team Leader at Veritable. Prior to joining the firm in 2018, he was the Investment Manager for the John Templeton Foundation. Nathan was also a member of the investment team at Swarthmore College that navigated their portfolio through the global financial crisis. Earlier in his career, he also worked for eight years at The Vanguard Group. Nathan currently serves on the Investment Advisory Council for the American Baptist Home Mission Societies. He holds dual degrees in English and Japanese from the University of Florida and received an MBA with a concentration in Investment Management from Drexel University’s LeBow College of Business. Nathan is a CFA® charterholder and a member of the CFA Society Philadelphia.
Nathan is an Investment Team Leader at Veritable. Prior to joining the firm in 2018, he was the Investment Manager for the John Templeton Foundation. Nathan was also a member of the investment team at Swarthmore College that navigated their portfolio through the global financial crisis. Earlier in his career, he also worked for eight years at The Vanguard Group. Nathan currently serves on the Investment Advisory Council for the American Baptist Home Mission Societies. He holds dual degrees in English and Japanese from the University of Florida and received an MBA with a concentration in Investment Management from Drexel University’s LeBow College of Business. Nathan is a CFA® charterholder and a member of the CFA Society Philadelphia.