Nathan Guy is a Senior Advisor based in Pathstone’s Washington DC Area office. He is part of the Pathstone team that supports some of the firm’s largest Ultra-High Net Worth clients helping provide specific, customized financial solutions based upon the client’s needs and overall wealth objectives. Specifically, Nathan helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting and tax and estate plan implementation. Nathan also served as a Client Service Associate at Convergent Wealth Advisors, serving clients in a similar capacity.
Prior to entering the financial industry, Nathan was an Associate at CoStar Group, a real estate technology company, where he supported the business development efforts in the North East territory. Nathan earned his Bachelor of Arts degree in Economics from the University of Miami in Coral Gables, Florida. He has also taken and passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
In his free time, Nathan enjoys outdoor activities, watching sports and spending time with his family.