Nathan is a Managing Director within Marsh & McLennan Agency’s Retirement Consulting team. At MMA, Nathan works with a company’s finance and benefit groups to assist with all aspects of their retirement plans including fiduciary guidance and training, plan design, fee analysis and benchmarking, investment selection and monitoring, compliance and participant communication and education.
Nathan joined Marsh & McLennan Agency in 2016 and has more than 20 years of experience working in the retirement benefits field. Prior to MMA, Nathan worked at the Meltzer Group as a Retirement Plan Consultant. He also has experience on the provider side, spending seven years with DWS Investments and nearly 10 years with CitiStreet, LLC, during which he held a number of different management positions including relationship manager, implementation project manager, and operations manager.
Nathan received his bachelor’s degree in math from the State University of New York College at Oswego and holds his FINRA Series 65, 7, 6 and 63 licenses. Nathan lives on the South Shore with his family and enjoys golf, skiing, and playing hockey.