About Nat
Serving the Northbrook area, Nat provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Nat works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Nat is Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Chicago region. Nat and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.
Nat is able to articulate complex personal finance, investing, estate planning, tax and insurance concepts in ways that clients can understand. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™."
Nat is able to articulate complex personal finance, investing, estate planning, tax and insurance concepts in ways that clients can understand. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™."
Education
Nat attended Northwestern University, Evanston, IL, and received a Bachelors of Arts in Economics.
Licenses & Professional Designations
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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