Nate joined Global X in 2023 as an Options Strategies Research Analyst monitoring its Covered Call suite and other Risk-Managed ETFs. Prior to joining Global X, he worked as a Financial Advisor at Morgan Stanley, where he co-managed a $40mm sectors-based covered call strategy for clients to help them generate an alternative source of income. While at Morgan Stanley, Nate earned his CERTIFIED FINANCIAL PLANNER™ designation, created comprehensive financial planning reviews for high-net-worth families, and served as a model portfolio strategist for a $1bn AUM wealth management practice. He earned his BS in Finance at North Carolina State University.