About
Brett Nelson is Managing Director, Portfolio Management, and a Partner at EJF Capital LLC, based in Arlington, VA. Since joining EJF at its founding in 2005, Mr. Nelson has held multiple financial services portfolio management roles with a specific emphasis on event-driven investments, including tender offers, activist positions, and spinoffs. He is recognized for his expertise in the financial sector, especially across private credit, structured finance, and both public and private debt and equity investments in banks, financial services, and fintech companies.
Prior to EJF Capital, Brett Nelson served as Vice President in the Alternative Asset Group at Friedman, Billings, Ramsey Group (FBR), where he managed investments in private investment vehicles focused on alternative asset strategies. His extensive industry experience centers on the financial industry and related assets, with tactical investments considering legislative and regulatory shifts impacting capital markets and regional banks.
Mr. Nelson holds an MBA in Finance from The Wharton School of the University of Pennsylvania, a Master of Engineering in Systems Engineering, and a BA in Mathematics from the University of Virginia. He is a CFA charterholder and actively contributes to the investment community through roles such as chairing the Investment Committee at The Langley School.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| EJF Capital, LLC | Managing Director, Portfolio Management | Aug 2005 to Present | — |
| FBR | Vice President | May 2002 to Aug 2005 | — |
Education
University of Pennsylvania - The Wharton School
MBA, Finance
2009 — 2011
University of Virginia
ME, Systems Engineering
2000 — 2001
University of Virginia
BA, Mathematics
1996 — 2000
Skills & Expertise
Others at Ejf Capital LLC (17)
| Name | Role | Location |
|---|---|---|
A Asheel Shah | Senior Managing Director, Head of Real Estate | Arlington, VA , United States |
| Partner, Managing Director, Head of Business Development | Washington, DC , United States | |
C Chris Kazacos | Senior Managing Director and Partner, Trading | Arlington, VA , United States |
| Managing Director, Business Development | United States | |
| Senior Managing Director | Long Hill, NJ , United States | |
| Co-Chief Investment Officer, Senior Portfolio Manager | Arlington, VA , United States | |
O Omer Ijaz | Senior Managing Director, Portfolio Manager | London, United Kingdom |
R Regina Richardson | President | Arlington, VA , United States |
S Steve Stelmach | Managing Director | Arlington, VA , United States |
V Victor Li | Portfolio Manager | Gaithersburg, MD , United States |