“There are far better things ahead than the ones we leave behind.”
– C.S. Lewis, British Writer, Literary Scholar, and Anglican Lay Theologian
Steve Nelson
Partner
Phone: (312) 373-0907
Email: [email protected]
About Steve Nelson
Prior to joining Chicago Partners Wealth Advisors, Steve was the Founder, President, Chief Investment Officer and Chief Compliance Officer of EJM Wealth Management, LLC (EJM).
Steve has over 30 years of experience in investment research and portfolio management. Prior to launching EJM in 2009, Steve was an Institutional Portfolio Manager for Fidelity Management & Research Company, the investment arm of Fidelity Investments. In this role, Steve was responsible for the development and implementation of institutional fixed income investment strategies.
Also, while with Fidelity, Steve was one of four Managing Directors of Research responsible for all investment analysis and portfolio recommendations for more than forty research analysts and associates. And as a research analyst, Steve was responsible for the research and investment recommendations for U.S. banks, broker-dealers, and investment managers across all fixed income portfolios.
Before joining Fidelity, Steve was a Vice President and Senior Credit Officer in the Financial Institutions Group at Moody’s Investors Service. Steve was a member of the top-rated finance sector research team recognized by Institutional Investor magazine.
Steve received a BS degree in Finance from the University of Illinois and an MBA with Distinction from DePaul University. He is an Evans Scholar and Director Emeritus of the Western Golf Association. Steve and his wife, Barb, live in Tampa, FL and have 3 adult sons.
Steve Nelson
Partner
“There are far better things ahead than the ones we leave behind.”
– C.S. Lewis, British Writer, Literary Scholar, and Anglican Lay Theologian
About Steve Nelson
Prior to joining Chicago Partners | Wealth Advisors, Steve was the Founder, President, Chief Investment Officer and Chief Compliance Officer of EJM Wealth Management, LLC (EJM).
Steve has over 30 years of experience in investment research and portfolio management. Prior to launching EJM in 2009, Steve was an Institutional Portfolio Manager for Fidelity Management & Research Company, the investment arm of Fidelity Investments. In this role, Steve was responsible for the development and implementation of institutional fixed income investment strategies.
Also, while with Fidelity, Steve was one of four Managing Directors of Research responsible for all investment analysis and portfolio recommendations for more than forty research analysts and associates. And as a research analyst, Steve was responsible for the research and investment recommendations for U.S. banks, broker-dealers, and investment managers across all fixed income portfolios.
Before joining Fidelity, Steve was a Vice President and Senior Credit Officer in the Financial Institutions Group at Moody’s Investors Service. Steve was a member of the top-rated finance sector research team recognized by Institutional Investor magazine.
Steve received a BS degree in Finance from the University of Illinois and an MBA with Distinction from DePaul University. He is an Evans Scholar and Director Emeritus of the Western Golf Association. Steve and his wife, Barb, live in Tampa, FL and have 3 adult sons.