Wealth Manager

Nate Lawhead

Nate is a Wealth Manager based out of the Pittsburgh office, specializing in high-net-worth families, high-income earners, and business owners.

Nate’s experience is rooted in a client-first, structured, and disciplined approach. He began his professional career at Deloitte, and prior to Modern Private Wealth managed portfolios at MAI Capital Management for professional athletes, entertainers, and business executives.

Nate graduated with honors from James Madison University, majoring in Finance and Accounting. He resides north of the city in Gibsonia, PA with his wife, Marissa.

Our Team

At Modern Private Wealth

Traditional values innovative solutions.

Nate’s skillset anchors in portfolio construction with unique experience in alternative investments. He walks alongside clients to determine the most efficient investment structure to achieve their goals and objectives – both in the short and long term.

Nate serves on the firm’s investment committee with the goal of continuing to innovate and create long-lasting solutions for clients.

Traditional values innovative solutions.
MESSAGE

A Note From 

Nate Lawhead

“Our goal is to make the investment process simplified and digestible for our clients through a clear, identifiable, and consistent plan.”

Experience Wealth, Redefined.

Whether you’re planning for generations or optimizing today, we’ll help you orchestrate your wealth with clarity and confidence.

Talk with an Advisor

Start a conversation about your goals.

Executive team meeting in a modern office, reflecting institutional investment management strategy.