Michael Nelson
Chief Executive Officer at Eagle Bay Advisors LLC
Profile
Mr. Michael Nelson, CFA, is a Managing Partner at Eagle Bay Advisors LLC.
He founded Eagle Bay Advisors in 2015.
He started his professional career at a boutique consulting firm arguing property tax appeal cases before California County Boards of Appeal.
After law school, he practiced law at Brown & Wood, helping structure and document fixed income derivatives transactions.
He leveraged his law experience to begin a career in banking at the Canadian Imperial Bank of Commerce.
He structured, syndicated and managed a $1.0 billion portfolio of senior bank debt for investment grade and sub-investment grade companies.
Later recruited by the Royal Bank of Canada, he led a risk management team that analyzed and approved all securitized products.
He consulted on cross-bank initiatives and acquisitions.
He structured fixed income derivatives that faced special purpose vehicles as counter-parties.
He was selected to found and co-run a $5.0 billion proprietary fixed income trading business.
He was recruited by a founding partner of large, New York City based multi-family office to be his successor.
As Partner, he co-led their Wealth Advisory Group, and was a member of the Executive and Investment Committees.
He holds a Bachelor of Science degree in Finance from California State University, Long Beach and a Juris Doctor degree from Lewis & Clark Law School, with a certificate in Tax Law and an emphasis in Corporate transactions.
He is also a charter holder.
Michael Nelson active positions
Companies | Position | Start |
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Eagle Bay Advisors LLC
Eagle Bay Advisors LLC Investment ManagersFinance Eagle Bay Advisors LLC (Eagle Bay) is an independent registered investment advisor and multi-family office headquartered in New York City. The firm was founded by Michael Nelson in 2015. Eagle Bay offers services to high net-worth individuals and families, trusts, estates, charitable organizations, corporations and business entities. | Chief Executive Officer | 2014-12-31 |
Training of Michael Nelson
The California State University | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Executives
Linked companies
Private companies | 1 |
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Eagle Bay Advisors LLC
Eagle Bay Advisors LLC Investment ManagersFinance Eagle Bay Advisors LLC (Eagle Bay) is an independent registered investment advisor and multi-family office headquartered in New York City. The firm was founded by Michael Nelson in 2015. Eagle Bay offers services to high net-worth individuals and families, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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