Nate currently serves as a Senior Associate where he is responsible for conducting financial and operational analysis, developing key performance indicators, supporting value creation initiatives, constructing 13-week cash flows, analyzing working capital assessments and assisting in the overall implementation of value maximization strategies

Prior to joining Portage Point, Nate was an Investment Banking Associate in the Financial Services Group at Piper Sandler where he focused on analysis and execution of strategic alternatives for clients in the financial services sector

Nate graduated with a Bachelor of Arts from The University of Chicago where he was a Dougan Scholars Certificate recipient from The University of Chicago Booth School of Business and a captain on the Varsity Basketball Team. Nate holds his Series 63, 79 and SIE