Adam T. Nelson, CFA®, CFP®

Adam T. Nelson, CFA®, CFP®

Adam began his career in the investment industry in 2007 while attending the University of Washington where he graduated in 2008. Prior to joining BBJS, Adam developed expertise in investment performance measurement while working at BNY Mellon. He also spent his early career as an intern at Russell Investments and worked as a Financial Advisor at Edward Jones. Adam focuses on providing specialized research and analysis in support of our tactical asset allocation strategy in addition to crafting comprehensive financial plans for our clients. After earning the Chartered Financial Analyst® (CFA®) designation, one of the most well-respected designations in the industry, Adam also achieved the high standard of becoming a Certified Financial Planner™ (CFP®) professional. He also has a strong background in performance measurement and investment operations support.

Originally from Gig Harbor, Washington, Adam returned in 2017 from a three adventure in Orlando, Florida, where he played a key role in a major hedge fund outsourcing project while working at BNY Mellon.  Adam currently resides on the Eastside with his wife, three wonderful daughters, and the family dog. He enjoys being active in the outdoors alongside his family and has a passion for serving others.