Brad Nelson Senior Sales Associate
Joined Northern Trust
Education
- Bachelor of Arts, Finance, University of Iowa
- Certificate in Risk Management and Insurance, Vaughan Institute, University of Iowa
Credentials
- FINRA Series 7 - General Securities Representative License
- FINRA Series 63 - Uniform Securities Agent State Law License
- FINRA SIE - Securities Industry Essentials
Expertise
Brad is a Senior Sales Associate responsible for providing holistic solutions that combine sophisticated investment and advisory expertise with a spectrum of value-added services exclusively for foundations, endowments and other nonprofit organizations. Brad has expertise in investment management, social impact advisory services, planned giving, banking and lending, philanthropic advisory solutions, and real estate and commodity management. He has more than 10 years of experience in financial services, wealth management and asset management.
Experience
Prior to joining Northern Trust Wealth Management's Foundation & Institutional Advisors practice in 2022, Brad spent seven years with Northern Trust Asset Management's Outsourced Chief Investment Officer (OCIO) practice, focusing on delivering investment advisory/discretionary services to corporate, endowment and foundation clients.
Before joining Northern Trust in 2015, Brad worked at Willis Re for three years, where he served as a Reinsurance Treaty Analyst in its Professional Liability practice.
Community Involvement
Because of his wife's role as a pediatric cardiac intensive care nurse, Brad and his wife enjoy volunteering their time with the Ronald McDonald Charities, serving meals to families with children in the hospital.