CEO, Wealth Management Consulting, LLC
Prior to starting his own firm, Nathan was the Chief Investment Officer at Glassman Wealth Services, a successful RIA in the Washington DC area. He was also Director of Investments for the regional office of Abbott Downing, which serves ultra-high net worth families in the DC area. Nathan served as Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology and practice management solutions to RIAs and banks that targeted high new worth investors. For the better part of 16 years, Nathan was integral to the success and growth of Lydian Wealth Management and Fortigent, LLC.
Nathan earned a Bachelor of Science degree in Systems Engineering from the University of Virginia. He also holds designations as a Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA).