David NelsonCFA®, CM&AA®

David Nelson is part of our team in Alexandria, VA and works on the Verdence Investment Committee. David’s expertise in high-net-worth wealth management and business exit planning complements the variety of inclusive services provided by our team of professionals. David has over 30 years of capital markets experience in corporate finance, banking, and consulting to ultra-high-net-worth families. Prior to joining Verdence, David has worked at Hightower Advisors and Merrill Lynch. David is a Chartered Financial Analyst (CFA) and Certified Mergers and Acquisition Advisors (CM&AA). He is a graduate of the University of California, Berkeley and the Columbia University Business School where he earned an MBA in Finance and International Finance.

Get to know David!

If you were stranded in the desert, what 3 things would you want to have with you and why?

“Water, a hat, and a magic lamp. I’d need to survive long enough to decide what I want to wish for. Could take some time!“

If you were not a financial advisor, what would you be?

“A biologist.”

What makes you happy?

“My family.”

3 words that describe David:

“Genuine, Curious, Creative”