Earl Nelson serves the firm as Client Services Coordinator. In addition to advising and assisting clients, his duties are to ensure the firm has a consistent client service model and that operational data, processes and controls are both effective and efficient. Earl has more than 30 years of experience in the financial services industry, with assignments ranging from Operations Management to Client Relationship Management. He most recently served as a Managing Director at BlackRock.
Earl holds a Bachelor of Arts in English Literature from Queens College, City University of New York and was a commissioned Lieutenant, United States Coast Guard Reserve prior to his career on Wall Street. He has served on the Board of Directors of Sunnyside Community Services, a not-for-profit, in his hometown of Queens, NY. Earl resides in Bluffton, South Carolina with his wife Melanie and their youngest son, Erek.