Nate is a seasoned entrepreneur, investor and advisor with nearly two decades of experience building businesses, investing in private companies and advising institutional investors and family offices. Nate is the Vice Chairman of Family Office Exchange (“FOX”) and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building and growing private businesses, real estate and technology assets.

For over a decade, Nate has been a thought leader in the Family Office industry, where he has worked with hundreds of family offices focused on direct private equity and Blockchain investing. Prior to his current roles, Nate worked in private equity, investment banking, and sales & trading, most notably with the Tech & Media Investment Banking group at Goldman Sachs, the Global Macro Hedge Fund group at UBS, and as a Co-founder of FDX Capital, a direct-investment platform built for FOX family offices.

Nate has a BS from Vanderbilt, an MBA from Chicago Booth and is a CFA charterholder. Nate relocated from New York City to Florida during the pandemic where he lives with his wife Christy, sons Lochlan and Cameron, and their family dog Champ.