Nathan Boxx, AIF®, CFP®
Retirement Plan Services
Director of Retirement Plan Services
Email: nboxx@fortpittcapital.com
FOCUS
As the Director of Retirement Plan Services at Fort Pitt Capital, Nathan helps our retirement plan sponsors meet their fiduciary obligations and their participants achieve retirement goals.
CAREER HIGHLIGHTS
Nathan began his career in 2003 with a large bank serving in the trust department, where he implemented wealth management strategies and administered trusts and estates. He joined Fort Pitt Capital in 2008.
EDUCATION
BA, Lycoming College
COMMUNITY INVOLVEMENT
Member of the Financial Planning Association, Trustee of Phipps Conservatory and Botanical Gardens, member of The Valley School of Ligonier Alumni Council, Past Chair and committee member of the Heinz History Center: History Uncorked, Lead Level member of the Visionaries: a collaborative fund at the Community Foundation of Westmoreland County, serves as a trustee of a private foundation, founding member of the Western Pennsylvania Conservancy Emerging Leaders Advisory Committee, and on the Board of the Westmoreland Museum of American Art.
PERSONAL
Nathan lives in South Fayette Township with his wife and son. He enjoys spending time with family and friends, and when time permits shooting a little trap, skeet, or sporting clays.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.
