Nathan is recognized as an expert in the ESOP space, and speaks regularly on the topic at both National Center for Employee Ownership (NCEO) and ESOP Association events. He is an active member of the NCEO, and a member of the ESOP Association’s Finance Committee.
Throughout his career he has advised on over 300 ESOP transactions encompassing over $1 billion in value.
Prior to joining CSG in 2014, Nathan was a Vice President at Bank of America Merrill Lynch where he focused on ESOP strategies for ultra high net worth families. He held a similar position at Morgan Stanley for over seven years.
Nathan holds Series 7 and 66 licenses.