Eric D. Nelson, CFA
Managing Principal & CEO
Eric Nelson, CFA, co-founded Servo Wealth Management in 2012. Eric graduated from Hobart College (’98) in New York with a degree in Economics after concluding a basketball career which placed him among the all-time leading scorers in school history. Eric holds the prestigious Chartered Financial Analyst (CFA) designation.
Before founding Servo, Eric gained significant investment experience working for a variety of different financial services firms. Eric began his career at a prominent Wall Street brokerage firm in Syracuse, NY, transitioned to the investment group of a leading East Coast commercial bank, worked for the largest discount brokerage firm in the country, as well as an RIA firm in Oklahoma City.
In 2009 Eric joined his friends at Equius Partners, a large and established RIA firm in Northern California with a similar approach to managing investment portfolios and client relationships. Eric’s experience with Equius was instrumental in crystallizing his philosophy on how to manage an investment firm. Insights gleaned from his time at Equius continue to inform the strategic direction of Servo today.