Partner
Matthew Nelson
Vice President, Fulcrum Financial Partners
- Firm
- Fulcrum Financial Partners
- Title
- Vice President
- Role
- Vice president
- Known as
- Investor
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Record updated 4 October 2026
About
Matthew Nelson is Vice President. He has over twenty-five years experience as a portfolio manager and has held corporate board director and observer positions at portfolio companies. Matthew passed the Series 65 Uniform Investment Adviser Law Exam. Before joining Fulcrum, he worked as Analytics Manager structuring secondary market transactions at Redwood Trust and at the Capital Markets Division of CoreStates Bank. He holds a B.S. in Systems Analysis from the University of Miami and an M.B.A. from Florida Atlantic University.
Background
- Education
- He holds a B.S. in Systems Analysis from the University of Miami and an M.B.A. from Florida Atlantic University.Source (opens in a new tab)
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