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Biography

Nelson is an Associate based in the Chicago office. He provides operational and administrative support across the practice, helping ensure the team continues to deliver a high level of service. Nelson is also expanding his involvement in the financial planning process, supporting financial plan updates and implementation.

Prior to joining Cerity Partners, Nelson spent two years at GeoWealth, a Chicago-based wealth management technology firm, where he supported wealth advisors and their clients. As an Enterprise Services Associate, he served as a primary point of contact for institutional advisory clients representing more than $30 billion in assets across 90+ firms, supporting trading execution, performance reporting, advisory billing, and account operations.

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Education

  • BBA in Finance, Investments, and Banking from the University of Wisconsin-Madison

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.