David Nelson is President and Chief Executive Officer of NelsonCorp Wealth Management. He began his career in 1981, and shortly thereafter founded NelsonCorp Investment Services, the predecessor to today's firm. During his career, he has attained advanced education through the College for Financial Planning, based in Denver, Colorado, the American College in Bryn Mawr, Pennsylvania, and at the John F. Kennedy School of Government at Harvard University.
David holds the highly respected and sought-after certification of CERTIFIED FINANCIAL PLANNER® professional, the Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations.
An accomplished and dynamic speaker, David hosts a weekly financial related radio program on KROS AM/FM and television segment on WHBF (CBS) news.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge and NelsonCorp Wealth Management are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.