Charles P. Nelson
Portfolio Manager-Equities at Eastern Bank (Investment Management)
Profile
Mr. Charles P.
Nelson is a Vice President at Eastern Bank Corp.
He is responsible for managing client portfolios and providing investment management, financial planning, estate planning and fiduciary services for individuals, trusts, institutions and foundations.
He has over 25 years of experience in the Wealth Management field.
He joined Eastern Bank in October 2000 and has been a member of Eastern Bank Wealth Management since September 2001.
Prior to joining Eastern Bank, Mr. Nelson spent 11 years with Scudder, Stevens & Clark in their mutual fund business.
Mr. Nelson graduated with a Bachelor of Arts in Mathematics from Boston University.
He earned a Masters of Business Administration, cum laude, with a concentration in Finance, from the F.W.
Olin Graduate School of Business at Babson College.
He holds the CFP and CTFA designations.
Charles P. Nelson active positions
| Companies | Position | Start |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Portfolio Manager-Equities | 2000-09-30 |
Former positions of Charles P. Nelson
| Companies | Position | End |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 2000-09-29 |
Training of Charles P. Nelson
| Boston University | Undergraduate Degree |
| F.W. Olin Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |
| Scudder Stevens & Clark Inc | Finance |
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