Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Since joining Merrill Lynch Wealth Management in 2016, Nathaniel has always strived to deliver a thoughtful and high-touch approach to the needs and concerns of his clients. Bringing a creative approach to portfolio management, Nathaniel provides his clients with knowledge and access to both traditional investments, and tailored socially responsible approaches that factor in the ESG space (environmental, social and corporate governance). Nathaniel primarily focuses on working with high net worth families and companies, creating multi-generational wealth management and long term capital management strategies, with an emphasis on tax minimization - particularly in regards to public and private equity awards. Nathaniel graduated from Union College, where he earned a Bachelor’s degree in Economics.
While not in the office, Nathaniel spends his time exploring the bustling restaurant and art communities of Boston, and leading the team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, two causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
Union College (NY)
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
ISG Portfolio Strategist
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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