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Biography

Mr. Nelson is a Partner in the Seattle office and provides proactive guidance to ERISA and non‐ERISA plan fiduciaries with respect to risk management, asset allocation, manager analysis, and investment policy design. He sits on the institutional alternative investments committee, where he provides strategic direction to research staff on important issues affecting client portfolios.

Prior to joining Cerity Partners, Mr. Nelson served as a Managing Director at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026.

Learn more about my practice.

Education

  • BS – University of Montana

Highlights

  • Member of the International Foundation
  • Member of the Western Benefits Pension & Benefits Conference

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