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Bio

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Mitchell Nelson is a seasoned finance professional with expertise in investments, financial advisory, and wealth management. He holds certifications from Morningstar and FINRA, and has a degree from City University of New York.

Credentials

  • Morningstar’s Foundations of ESG Certification Program
    Morningstar
    Feb, 2021
    - Jun, 2026
  • Investment Advisor Representative
    FINRA (Financial Industry Regulatory Authority)
    Mar, 2002
    - Jun, 2026
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Education

  • City University of New York

Suggested Services

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Industry Focus. “Investment Banking”

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