Nate leads client development for the Crisil Coalition Greenwich Wealth Management offering, including PriceMetrix’s proprietary data & analytics solution that helps wealth management firms and advisors elevate their businesses using the world’s largest retail wealth-management dataset. He works closely with many of the leading Wealth Management firms across North America.

Prior to his current role, Nate spent nine years at a large Wealth Manager in a variety of roles. Nate combines his over 16 years of industry experience with Coalition Greenwich’s data-driven insights to provide a unique perspective on the Wealth Management industry.