Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing and development of Alberleen’s network of family offices and private investors. Ms. Nelson has a 20 year track record of working with family offices and their advisors, collaborating with other families, and creating thought leadership around impact investing and philanthropic giving. She started her career working for an ultra-high-net-worth philanthropic family and subsequently managed business development and relationship management in the areas of estate planning, finance, and accounting at firms including FMV Opinions, Marcum, and Anchin, Block & Anchin.
Ms. Nelson is passionate about women’s issues and founded Deals and Divas, an educational and networking organization focusing on engaging and supporting women entrepreneurs. She serves on the board of The Association for Corporate Growth -ACG- NY where she chairs programming and is a member of the Family Office Committee. Ms. Nelson earned her BA from Southern Utah State College and her MBA in finance and tax from Fordham University. She is a Utah native and is very active in the Mormon Church.
None of the information contained in this web site constitutes a recommendation, solicitation or offer by Alberleen or its affiliates to buy or sell any securities or other financial instruments of any person or provide any investment advice or service. All securities are offered exclusively through Cuttone & Co., LLC, a broker-dealer member of FINRA and SIPC.