NATE SIEGELMANAGING PRINCIPAL

Nathaniel Siegel is a Managing Principal of Vanbridge and Director of Executive Benefits.  He is responsible for client strategy and relationship management.

Mr. Siegel has significant experience in the design and implementation of complex planning strategies for both the ultra high net worth and institutional markets with a particular focus on executive risk management, executive compensation and supplemental retirement benefit programs.

Prior to joining Vanbridge, Mr Siegel was the Executive Benefits Practice Leader for Lockton in Washington, DC, a division of their Retirement Services Practice, which was responsible for over 90 clients and 7 B+ in assets under management.  He most recently served as Managing Director with a fortune 100 insurance and investment management firm where he was responsible for over 40 associates focusing on ultra high net worth individuals and corporate planning strategies.

Mr. Siegel earned a B S B A in Corporate Finance from Central Michigan University.

Specific areas of expertise:
• Nonqualified Deferred Compensation and Executive Compensation
• Law Firm Partner Benefits and Supplemental Retirement Plan Design
• Corporate Owned Life Insurance ( P olicy Design and Reinsurance Carrier Negotiation
• Executive High Limit Disability Program Design
• Ultra High Net worth and Family Office Life Insurance Portfolio Design and Management

Contact Us

Send us an email and we'll get back to you promptly.

Not readable? Change text.