Nate Allen
SENIOR FINANCIAL ADVISOR
SHAREHOLDER, PRIVATE DEBT & EQUITY COMMITTEE CHAIR
Nate is a Senior Financial Advisor specializing in wealth advisory services and alternative private investments for high net worth families, family offices, foundations and trusts. He also serves as Chair of the Private Debt Committee.
Prior to joining WMS Partners, Nate was a founding partner at Warisan Capital Management LLC in Stamford, Connecticut where he was responsible for implementing and growing the firm’s investment advisory business with a focus on tailored advice, customized investment solutions and portfolio design.
Nate has over 30 years of experience in the financial services industry. Nate began his career with J.P. Morgan Chase & Co. in New York where he advised senior management and owners of both public and private companies. While at UBS Financial Services, Inc. and Deutsche Bank Alex. Brown, Nate worked closely with high-net-worth families and family offices to develop and execute customized investment strategies and estate planning solutions.
Nate has a Bachelor of Arts degree from Trinity College and is the President of Friends of French Farm in Greenwich, CT.
WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
I enjoy building long term relationships with clients based on trust and take great satisfaction in helping them find solutions to their wealth management needs. I also enjoy drawing upon my experience in the financial markets to help clients better understand investments and financial risk.
WHAT DO YOU LOVE MOST ABOUT BEING PART OF WMS PARTNERS?
The ability to work together as a team with a common goal to focus on our clients first. This allows us to draw upon the wide range of experience at the firm to offer our clients thoughtful and innovative solutions to their wealth management needs, whatever they may be.
WHAT PERSONAL ACCOMPLISHMENTS ARE YOU MOST PROUD OF?
I found great satisfaction in taking on the responsibility to manage and preserve French Farm to share with the local community and to allow for families to learn about farming, sustainable food sources and the local environment. These efforts culminated in the donation of French Farm to a local school to be used as an educational model farm.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
I love being with my family and parenting our two daughters and son. I love to go on walks with my wife and our dog, fly fish, host dinners on the weekends with our friends and watch our children’s many sporting events.