Tom Hoffman
Nate Dougall is a highly experienced Banker who currently serves as a Vice President at J.P. Morgan Private Bank, where he advises successful clients including affluent individuals, entrepreneurs, executives, and wealthy families. With a background in law and political science, Nate has a talent for identifying clients’ unique financial situations and delivering thoughtful, innovative, and well-constructed strategies to help grow and protect their assets. He brings a solution-oriented approach to address sophisticated credit, banking, and estate planning goals, working collaboratively with outside advisors to ensure a comprehensive financial scenario is considered.
Prior to joining J.P. Morgan Private Bank, Nate held senior positions at Neuberger Berman and was a co-founder and director of investments at Netherby Advisors LLC. He served as a Major in the US Army, worked as a researcher and manager of The Brandywine Funds at Friess Associates and was a Law Clerk to Of Counsel at Skadden, Arps, Slate, Meagher & Flom. Nate holds a Doctor of Law (J.D.) from Widener University School of Law and a Bachelor of Arts in Political Science, Government and English from the State University of New York at Albany.