VP, Senior Portfolio Manager
280 Fore Street, Portland, ME
Nate has over 20 years of investment management experience with particular expertise in the areas of fixed income portfolio management, trading, and macroeconomics. Prior to joining Bangor Wealth Management in 2023, Nate served as a Portfolio Manager and Interest Rate Strategist at Standish Mellon Asset Management in Boston, where he was responsible for managing fixed income portfolios for institutional clients including endowments, central banks, pensions, and mutual funds. He began his career as an Analyst at Darling Consulting Group in Newburyport, MA. Nate earned his Master of Science in Finance from Boston College, Bachelor of Science in Business Administration and Finance from the University of New Hampshire, and holds the CFA designation.
Certifications/Accreditations
Chartered Financial Analyst (CFA)
States Serviced
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.