Nate Wasson

CIO, Co-Founder HalBar Partners

Nate Wasson is the co-founder of HalBar Partners, the co-founder and principal member of Alvearia (formerly Midwest Family Office Forum). HalBar Partners focuses on three funds, decarbonization at scale, entrepreneurship through acquisition and secondaries.

Nate has over 20 years of expertise advising investors and family offices, as well as their portfolio companies and mid-market businesses. His experience lies at the intersection of institutional family enterprise, investment management, and impact strategy for both national and international investors.

Nate spent his early career in investment management, business banking, and as a JPMorgan consultant; he led teams ranging in size from two to 200. Nate later served as a Principal and Managing Director for Bank of Montreal’s US Private Bank, where he was involved in security selection, portfolio construction, marketing, operations, management, and investment product evaluation.