Nate Wasson is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Nate works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps corporate executives and business owners prepare for significant financial transitions, and works closely with family offices and foundations throughout the United States.
Nate has spent nearly two decades in financial services advising families, employees and businesses. Prior to joining our organization, Nate held roles as a Senior Investment Manager for JPMorgan Chase, a Managing Director for BMO Private Bank, and a Private Wealth Manager for Alliance Bernstein. Nate has a BA from Valparaiso University, holds the Certified Financial Planner™ designation, and is a member of the Society for Trust and Estate Practitioners. Nate sits on the Board of Trustees for the DuPage Foundation and is a founding member of the Keiretsu Forum’s Chicago chapter.