Nathan Freshwater

Nathan Freshwater serves as Vice President, Portfolio Strategy at NewEdge Wealth in Pittsburgh, PA. In this capacity, he is responsible for comprehensive financial planning, investment and tax strategy development, and ensuring a high-quality client experience. Nathan works with high-net-worth individuals and families, tailoring investment solutions to meet their specific objectives while considering complex wealth management needs.

Prior to joining NewEdge Wealth, Nathan held advisory and analytical roles at Waldron Private Wealth, where he advanced from Associate to Analyst and gained significant experience across portfolio management and client advisory functions. His expertise spans a range of asset classes, with a particular emphasis on multi-asset portfolio construction, tax-efficient investing, and risk management strategies for sophisticated investors.

Nathan holds a Bachelor of Business Administration in Finance from Duquesne University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is recognized for his integrated approach to investment strategy and his commitment to professional standards within the wealth management industry.