Nathan Fend is a Relationship Manager based in Nashville, where he is primarily responsible for managing investment portfolios for families and institutions. Nate also collaborates with clients to navigate their wealth transfer objectives through executing customized tax, estate, and philanthropic strategies.
Prior to joining the firm in 2018, Nate served as an Investment Advisor at Goldman Sachs and Kings Point Capital. He received a B.S. in finance from Miami University and an MBA from Vanderbilt University.