Jesse Nelson

Jesse Nelson, CFP®, MBA

Jesse Nelson, Partner in Copper Harbor Investment Advisors LLC, has been advising clients through a fiduciary and investment management role since 2006. Jesse’s experience includes an extensive background in investment management, financial planning, asset allocation, trust & fiduciary services as well as 401(k) plan management.

 

Experience:

  • Director of Wealth Management, KerberRose Wealth Management
  • Vice President and Trust Officer, Associated Bank Trust
  • Investment Manager, Schenck SC
  • Certified Financial Planner-detailed retirement planning and cash flow/tax analysis
  • Family wealth planning-including charitable giving and estate planning strategies
  • Portfolio customization-achieve client goals and living expense requirements through individualized portfolios

 

Education and Designations:

  • BA History & International Studies, University of Wisconsin – Steven’s Point
  • MBA Finance & Marketing, University of Wisconsin - Oshkosh
  • CFP® - Certified Financial Planner

 

Community Involvement

  • Heckrodt Wetland Reserve, Menasha – Board Member; Investment & Site Committees
  • UW Fox Valley Foundation – Investment Committee
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