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Mr. Nelson is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.

Mr. Nelson has over 35 years of experience in the Wealth Management field. Mr. Nelson joined Eastern Bank in 2000.  Prior to joining Eastern Bank, Mr. Nelson spent 11 years with Scudder, Stevens & Clark in their mutual fund business.

Mr. Nelson graduated with a BA in Mathematics from Boston University. He earned a MBA, cum laude, with a concentration in Finance, from the F.W. Olin Graduate School of Business at Babson College. Mr. Nelson holds the CFP® (Certified Financial Planner™) and CTFA (Certified Trust and Financial Advisor) designations. He is Past President and current member/board member of the Rotary Club of Needham. Mr. Nelson is past Board Chair of the Charles River YMCA in Needham.