Nate Haskell, CFA
Wealth Advisor Associate
In Nate’s role as a Wealth Advisor Associate at Cresset, he provides expertise in supporting high net worth individuals and families in their investment, banking, and financial planning needs. He is especially passionate about working with clients regarding asset allocation and portfolio implementation.
Prior to joining Cresset, Nate was a Portfolio Strategist with Goldman Sachs’ Ayco division in Dallas, Texas. Nate supported clients by optimizing their asset allocation subject to specific constraints and tax implications. As a part of the broader investment team, Nate built customized portfolios, explained investment characteristics to clients, and conducted training sessions for associates on various investment topics. Before his time with the investment team, Nate was a dedicated service and trading representative with Ayco’s centralized trading desk in Albany, New York.
Nate is a CFA charterholder, as well as a Registered Investment Advisor Representative. He is a member of the CFA Institute, and the CFA Society of Seattle. Nate earned his M.S. in Quantitative Finance and Risk Analytics from Rensselaer Polytechnic Institute, where he also received his B.S. in Business Management. Nate lives in Seattle where he spends his time playing basketball, enjoying the local food scene, and exploring the mountains of Washington.