Nate joined IR+M in December 2008 and was named Portfolio Manager in 2025. In his role, Nate is responsible for portfolio construction, sector analysis, contributing to the investment decision-making process, and developing tailored portfolio solutions that meet clients' needs and objectives.
Since joining IR+M, Nate has held roles spanning product management, portfolio risk, and portfolio management, gaining a unique perspective on both the client experience and the portfolio construction process. This experience remains foundational to his approach as an investor.
Prior to joining IR+M, Nate was a Fixed Income Analyst at JP Morgan Asset Management across investment grade and high yield fixed income strategies for institutional investors.
Nate earned a BSBA in Finance from Xavier University.
Away from "the desk," Nate is an enthusiastic martial artist and practices Brazilian Jiu Jitsu. He brings the same discipline and focus to his role.
