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Adam T. Nelson, CFA, CIPM

Adam T. Nelson, CFA, CIPM

Adam began his career in the investment industry in 2007 while attending the University of Washington where he graduated in 2008. As an Investment Specialist, Adam focuses on providing specialized research and analysis in support of our tactical asset allocation strategy. In addition to earning his CFA designation, Adam also has a strong background in investment performance measurement and investment operations support.

Originally from Gig Harbor, Washington, Adam has recently returned from Orlando, Florida, where he played a key role in a major Hedge Fund outsourcing project while working at BNY Mellon. Prior to BNY Mellon, he served as a financial advisor at Edward Jones and held an internship at Russell Investments. Adam currently resides on the Eastside with his wife, two daughters and the family dog where they enjoy being active in the outdoors.