Profile
Mr. Barclay D.
Nelson is a Founder at Birch Capital Management LLC.
He established Birch Capital Management in 2010, to continue a succession of family office investment management.
He has experiences in management consulting, portfolio analytics, and capital markets.
Mr. Nelson was previously employed as a Senior Analyst by Wachovia Securities Financial Network LLC and an Institutional Investment Performance Analyst by Boatmen's Trust Co. (Missouri).
He is a member of Dallas CFA Society; and is a Director of the Nelson Family Foundation, and The Margaret and Mary Nelson Family Foundation.
Barclay D. Nelson active positions
| Companies | Position | Start |
|---|---|---|
Birch Capital Management LLC
 Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Chief Executive Officer | 2009-12-31 |
Former positions of Barclay D. Nelson
| Companies | Position | End |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Analyst-Equity | 2002-04-30 |
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | 1995-11-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Boatmen's Trust Co. (Missouri) | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Birch Capital Management LLC
Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Finance |
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