Investment & Planning

Nate was born in New Jersey but spent his childhood between Gainesville, Florida, and Albuquerque, New Mexico. While pursuing his economics degree from Occidental College, he discovered an interest in sustainable investing and supplemented his studies as a research assistant in Occidental’s economics department, focusing on renewable energy in the European Union. He was also a member of the college entrepreneurship club and worked for an on-campus tech startup.

Nate joined Westmount after graduation, citing the firm’s commitment to ESG investing and attracted by the chance to further apply his economics knowledge and research skills. As an associate, he is a liaison between clients and advisors, providing valuable support in the areas of investment analysis, trading, financial planning, and client service.

Outside the office, Nate enjoys listening to music and playing chess, often accompanied by a cup of chai tea.