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Nathan is a Fiduciary Trust Advisor with Pendleton Square in its Atlanta office. In this role, he partners with the client’s investment advisors and tax professionals to ensure that the Company’s fiduciary administration is specifically tailored to each individual family’s needs. In conjunction with these efforts, he is responsible for coordinating the administration of trust and estate services, conducting legal research and analysis and building relationships in the legal and advisory communities.
Prior to joining Pendleton Square, Nathan was with Bessemer Trust, first in the San Francisco office covering West Coast relationships, and more recently, in the firm’s Atlanta office as a Vice President covering the Southeast. In this capacity, he worked with ultra-high net worth families to develop and implement solutions across investment management, asset allocation, and complex trust and estate planning.
A native of Georgia, Nathan received a Juris Doctor degree from Wake Forest University School of Law and a Bachelor of Business Administration, with a concentration in Finance, from the Terry College of Business at the University of Georgia. He has also earned the Certified Trust and Fiduciary Advisor (CTFA) designation. Nathan is an avid golfer and enjoys running and traveling when not in the office.