Nate Wasson
Founding Partner, HalBar Partners
Experience
- Co-founder & Principal member of Alvearia
- Founding Member, Keiretsu Forum Chicago
- Sr. Managing Director, SVB Financial Group
- Family Office Practice Leader, Capital Group
- Managing Director, Bank of Montreal’s US Private Bank
- Consultant and Senior Investment Manager, JPMorgan
- Chair, Board of Trustees, DuPage Foundation
- Founding Member, Chicago Philanthropy Roundtable
Education
- MBA, Yale School of Management – Asset Management
- BA, Valparaiso University
Biography
Nate Wasson is Co-Founder and Chief Investment Officer of HalBar Partners. Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia* and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate’s prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal’s US Private Bank, developer of Capital Group’s Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.
*formerly Midwest Family Office Forum
HalBar Growth Equity Strategies
HalBar offers secondary market advisory services through an experienced network of founders, entrepreneurs, and cash-flow operating companies. Secondary transactions may lead to liquidity for entrepreneurs and provides investors access to proprietary secondary investments.
HalBar ETA seeks to invest in profitable firms with demonstrated upside through professional management placement, increased revenues and margins, and the multiple expansion that occurs between early-stage middle-market firms and later-stage middle-market firms.
HalBar’s decarbonization focus utilizes vertical integration in the lumber supply chain to localize the manufacturing and distribution footprint of Carbon Smart Wood for immediate capital deployment and investment growth potential.
For Entrepreneurs
Visit NCA
HalBar Partners and NCA are looking for experienced entrepreneurs who want to lead and scale.
With a team of in-house experts, the ETA program is a structured opportunity for entrepreneurs to research and acquire companies positioned for growth.
Visit NCA to apply.
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