Nate Wasson on Business Transitions

The Matt Balaker Podcast

23-02-2024 • 36 mins

Nate Watson, of Ailia Family Office Club and Halbar Partners, shares his perspective on purpose-driven entrepreneurship, the "silver tsunami," and prioritizing stakeholder value over profit. MORE ABOUT NATE WASSON Nate Wasson is the co-founder of HalBar Partners and a principal member of Alvearia, and a founding member of the angel/VC group Keiretsu Forum Chicago. Nate has over 20 years of expertise advising investors and family offices. Nate spent his early career in investment management, business banking, and as a JPMorgan consultant. Nate later served as a Principal and Managing Director for Bank of Montreal’s US Private Bank. After leaving BMO, Nate developed the Midwest family office practice for Capital Group; there, he developed investment strategy for pre-institutional family offices focused on both public and private opportunities. Nate holds an BA from Valparaiso University and an MBA from the Yale School of Management, with a concentration in asset management. https://halbar.io/