- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Lucas R. Belanger
- Debbie Berlin
- Erin Brady
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Ben Johnson
- Carsyn Jones
- Edward Karppi
- Leo J. Kelly III
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- Sarah Mouser
- David Nelson
- Thomas J. New
- Taylor O’Hara
- John Piccirilli
- Matthew Pietzak
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Jeffrey Simet
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
David Nelson
Executive Director, Private Wealth Advisor
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 I could invite anyone, living or dead, for dinner, I would invite:
“Jesus. He knows me, and I seek to know Him.”
If I were not a financial advisor, I would be:
“A biologist.”
The thing that makes me happy is:
“My family.”
Three words that describe me are:
“Genuine, Curious, Creative”
