Nathaniel H. Hanson-Cook, CPWA®

Nathaniel Hanson-Cook is Managing Director and Senior Wealth Management Advisor at OpenArc Corporate Advisory. He works with corporate executives, senior managers, and their families to address a wide range of wealth management needs, including investment strategy, education funding, retirement planning, and estate planning. Nathaniel takes a goals-based approach, helping clients clarify their aspirations and assess whether their resources are aligned to support them. His work is centered on answering two key questions: “Is it possible?” and “Do I have enough?”

Nathaniel holds the Certified Private Wealth Advisor® (CPWA®) designation, which he leverages to guide families through the complexities of estate planning and executive compensation. His work often involves navigating family dynamics and aligning them with each client’s financial goals using the most effective legal and investment tools available.

He began his career in wealth management in 2013 as a member of Merrill Lynch’s Global Corporate & Institutional Advisory Services (GCIAS) team, where he developed deep expertise in serving corporate leaders and high-net-worth families.

Nathaniel welcomes connections with business executives and senior managers seeking to maximize employer-provided benefits within the context of their overall financial picture, as well as individuals and families looking to balance competing short- and long-term financial priorities.