Trailblazer of the Year
Executive Director, Morgan Stanley
Nate is an Executive Director at Morgan Stanley where he provides legal advice to the Wealth Management division on broker-dealer and investment advisory issues with a focus on research, development and distribution of alternative investments. Previously, Nate practiced in the Investment Management Group at Davis Polk. Since 2009, Nate has served on the SIFMA Alternative Investments Roundtable and previously served on the Investment Adviser/Broker-Dealer Task Force, Investment Advisory Committee and the Certified Financial Planner (CFP) Board Business Model Working Group. Nate regularly speaks on issues related to securities laws, diversity and inclusion and professional development.
Nate mobilizes resources for innovation and change within the legal profession through his leadership positions with the Alliance of Securities and Financial Educators (ASAFE), the Council of Urban Professionals (CUP), Legal Outreach, the National Association of Minority and Women Owned Law Firms (NAMWOLF), and the NYC Bar Association. Nate is on the Executive Council of the Group and serves as an adviser to 1844.
Nate is a former Chair of the Morgan Stanley Legal and Compliance Division Diversity & Inclusion Committee, a 2015 National Bar Association “40 Under 40,” a 2015 CUP Catalyst Change Agent in Law, and a 2009 CUP Fellow. Nate also enjoys mentoring through LEAD, PALS and Legal Outreach and was recognized by Legal Outreach as an “Elder of the Village,” the organization’s highest honor.
Nate recently co-authored the “Power of Partnering” article, describing best practices for majority and minority or women owned law firms to co-partner on meeting client needs. The article is available at the NAMWOLF website.
Nate graduated from Duke University, where he co-founded the Duke Business and Investment Clubs, and Georgetown Law, where he served on journal, the award-winning Frederick Douglass Moot Court team and as President of the Black Law Student Association.
Nate lives in Lower Merion, Pennsylvania with his wife, Christina, and their two year old heart, Regina Claire, aka “Baby Pi”.
And, Nate is the best Spades player that you will ever meet. As the three-time, undefeated Champion since the creation of the competition, he looks forward to defending his title again at the 2017 MBBA Golf and Spades Tournament. If you don’t know, you better ask somebody.
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