Charles P. Nelson
Portefeuillebeheerder-Aandelen bij Eastern Bank (Investment Management)
Profiel
Mr. Charles P.
Nelson is a Vice President at Eastern Bank Corp.
He is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.
He has over 25 years of experience in the Wealth Management field.
He joined Eastern Bank in October 2000 and has been a member of Eastern Bank Wealth Management since September 2001.
Prior to joining Eastern Bank, Mr. Nelson spent 11 years with Scudder, Stevens & Clark in their mutual fund business.
Mr. Nelson graduated with a Bachelor of Arts in Mathematics from Boston University.
He earned a Masters of Business Administration, cum laude, with a concentration in Finance, from the F.W.
Olin Graduate School of Business at Babson College.
He holds the CFP and CTFA designations.
Actieve functies van Charles P. Nelson
| Bedrijven | Functie | Begin |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portefeuillebeheerder-Aandelen | 01-10-2000 |
Eerdere bekende functies van Charles P. Nelson
| Bedrijven | Functie | Einde |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 30-09-2000 |
Opleiding van Charles P. Nelson
| Boston University | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| Scudder Stevens & Clark Inc | Finance |