Nordwand Advisors provides customized advisory services through its independent registered investment adviser (RIA) for client families.

The company provides news, commentary, and expert analysis focused on the financial industry and its firm.

Veteran Wealth Manager, Douglas DeLong, CFA Brings Expertise Advising Wealthy Families on Trusts and Investments

Chris Boyle oversaw complex operational solutions for client portfolios at Morgan Stanley Private Wealth Management before joining Nordwand. He previously worked at Credit Suisse’s private bank and Zeke Capital Advisors.

Doug has nearly 30 years of experience in equity research and portfolio management for individuals and families. He previously managed client portfolios at Fiduciary Trust International (FTI).

Jim has worked in the wealth management industry for over 30 years, focusing on serving ultra-high-net-worth individuals, with a particular emphasis on curating compelling private investment opportunities. Jim was most recently named to Forbes 2026 Best-In-State Wealth Advisors for Pennsylvania*. Prior to Nordwand Capital, Jim was a Managing Director at Morgan Stanley Private Wealth Management

Pat manages client investment portfolios for individuals and families, specializing in multi-generational wealth planning. He previously served as a Managing Director for 10 years.

Nordwand Capital manages approximately $5 billion in client assets, focusing on long-term investment performance and multi-generational wealth planning.

Nordwand serves high-net-worth clients with integrity and discretion, leveraging resources to address client challenges and goals.

Nordwand offers investment advisory services tailored to high-net-worth families.

Nordwand Capital is an independent multi-family office expressly designed to provide a partnership of service, financial advice and investment strategies to high-net-worth families.