Nate Allen
Senior Wealth Advisor, Shareholder
HB Wealth (formerly Homrich Berg)Towson, Maryland
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Published profile
Nate Allen advises affluent families, family offices, foundations and trusts from Towson. His work spans investment portfolios, private investments, cash flow and insurance decisions. He joined HB Wealth in 2025 through WMS Partners and brings experience from J.P. Morgan, UBS and Deutsche Bank Alex. Brown.
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- Family office
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Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
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