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 business in the consumer, business services and technology sectors.

Over the last 20 years Nate has worked with family offices who are focused on investing Private Family Capital in a manner consistent with their values and objectives. The range of investment strategies has spanned traditional endowment style portfolio allocation to direct private equity, including investment platforms adjacent to the family business or family office. Nate is a believer in the power of Private Family Capital to effectuate enhanced outcomes for all stakeholders. Prior to his current roles, Nate worked in private equity, investment banking, and sales & trading, including 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 and 2 sons.