Laurel Nelson

Laurel Nelson is a seasoned finance professional currently serving as a Client Associate at Neuberger Berman since July 2021, where responsibilities include establishing and maintaining strong client relationships and understanding client needs. Prior experience encompasses roles as an Assistant Investment Officer at City National Bank, providing investment consulting and support for ultra-high-net-worth clients, and serving as a Financial Advisor at both Morgan Stanley and Merrill Lynch, where financial planning and client trust-building were key focuses. Notable achievements include exceeding growth goals at Merrill Lynch and coordination of complex projects as a Trust & Estate Associate. Laurel holds an MBA in Applied Finance from the International University of Monaco and a BA in International Relations from Alfred University.