|
Charles P. Nelson, Jr. is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.
Professional Experience
Mr. Nelson joined Eastern Bank in October 2000 and has been a member of our Private Banking team since September 2001. Prior to coming to Eastern, Mr. Nelson was with Scudder, Stevens & Clark for 11 years. There he served in various capacities in investor relations for the company's mutual fund business.
Education
Mr. Nelson graduated with a Bachelor of Arts in Mathematics at Boston University. He earned a Master of Business Administration, cum laude, with a concentration in Finance, from the F.W. Olin Graduate School of Business at Babson College. He has completed Boston University's Certified Financial Planner Program.
Mr. Nelson is a member of the Boston Estate Planning Council.
Mr. Nelson can be reached at 617-897-1124. | 