Nate Haskell, CFA, CFP®, is a Wealth Advisor at Corient, where expertise in managing relationships with over 10,000 high- and ultra-high-net-worth clients contributes to the firm's significant asset management of $140 billion. Prior to joining Corient in May 2020, Nate served as a Wealth Advisor Associate at Cresset and held positions at Ayco, a Goldman Sachs Company, as both a Senior Investment Analyst and Client Analyst. Nate's analytical foundation was established during academic tenure at Rensselaer Polytechnic Institute, where a Master's Degree in Quantitative Finance and Risk Analytics was earned alongside a Bachelor's Degree in Business Management, Finance, and Economics. Early experiences included roles in finance and research that further developed analytical skills essential for a successful career in wealth management.
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