Doug Nelson Email & Phone Number
Managing Director, Family Wealth Advisor @ Sunpointe Investments
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Doug Nelson Location
- Portsmouth, NH, US
Doug Nelson Work
- 2021 -now Managing Director, Family Wealth Advisor @
- 2012 -2021 Senior Vice President-Investment Officer @
- 2005 -2012 Vice President @
- 1999 -2004 Vice President @
Doug Nelson Education
- University of New Hampshire
BA (Speech Communication and Rhetoric)
- Harvard University
(Certificant, Financial Analysis: Professor Robert Shiller)
1994 - Carnegie Mellon University
Doug Nelson Skills
- Strategic Planning
- Marketing
- Small Business
- Philanthropy
- Social Media Marketing
- Financial Analysis
- Retirement Planning
- Retirement Income Planning
- Estate Planning Strategies
- Multi-generational Planning
- Wealth Preservation Planning
- College Funding Strategies
- Wealth Accumulation Strategies
- Fundraising
- Nonprofits
- Non-profits
- Estate Planning Strategies
- Tax-Advantages Income Strategies
- Estate Planning
- Retirement Income
- Wealth Preservation
- Multi Generational Planning
- Tax Advantages Income
- Strategies
- Wealth Accumulation
- Non Profits
- Multi Generational
- College Funding
- Tax Advantages Income Strategies
Doug Nelson Summary
- Doug Nelson, based in Portsmouth, NH, US, is currently a Managing Director, Family Wealth Advisor at Sunpointe Investments. Doug Nelson brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Doug Nelson holds a BA in Speech Communication and Rhetoric @ University of New Hampshire. With a robust skill set that includes Strategic Planning, Marketing, Small Business, Philanthropy, Social Media Marketing and more. Doug Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Sunpointe Investments Employees
Doug Nelson
Managing Director, Family Wealth Advisor
Portsmouth, NH, US
Kyle Freels
Operations Manager
St. Louis, MO, US
Robert Mooney
Managing Director
St. Louis, MO, US
Michael Pompian
Founder and Chief Investment Officer
St. Louis, MO, US
Jack Dwyer
President
St. Louis, MO, US
Lisa Kearns
Wealth Management Client Associate
Wilbraham, MA, US
Angela Pompian
Chief Operating Officer
St. Louis, MO, US
Matt Zeigler
Managing Director and Private Wealth Advisor
Wilkes-Barre, PA, US
Ben Tuscai
Vice President of Financial Planning and Private Wealth Advisor
King of Prussia, PA, US
Kevin Kaleta
Portfolio Associate
St. Louis, MO, US
Katrina Brown
Wealth Management Intern
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