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About
Steve Nelson is a Partner at Chicago Partners Wealth Advisors, based in Tampa, FL, where he leverages over thirty years of experience in investment research and portfolio management. In his current role, Steve leads strategic investment initiatives and provides high-net-worth clients with tailored portfolio solutions.
Steve specializes in institutional fixed income investment strategies and has deep expertise in financial sector analysis, covering U.S. banks, broker-dealers, investment managers, and broader fixed income assets. His sector focus is rooted in years of research and portfolio recommendations, with significant hands-on involvement in constructing and overseeing portfolios in these areas.
Prior to joining Chicago Partners, Steve was the Founder and President of EJM Wealth Management and served as both an Institutional Portfolio Manager and Managing Director of Research at Fidelity Management & Research Company. He holds a Bachelor of Science in Finance from the University of Illinois and an MBA with Distinction from DePaul University, further underscoring his technical expertise and leadership within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | Oct 2024 to Present | — |
| EJM Wealth Management, LLC | President | Jan 2009 to Nov 2024 | Founder, President, and Chief Investment Officer of EJM Wealth Management, LLC (formerly EJM Investments, LLC). EJM Wealth Management, LLC is a SEC Registered Investment Adviser providing investment ... |
| Fidelity Management & Research Co. | Institutional Portfolio Manager | Jan 2006 to Jan 2008 | • Member of the portfolio management team responsible for the development and implementation of institutional fixed income investment strategies. • Regularly met with institutional investors, invest... |
| Fidelity Management & Research Co. | Managing Director of Research | Jan 2002 to Jan 2006 | • One of four Managing Directors of Research responsible for the oversight of all investment analysis and portfolio recommendations for more than forty research analysts and associates. • Played a l... |
| Fidelity Management & Research Co. | Research Analyst | Jan 2000 to Jan 2002 | • Responsible for the research and investment recommendations for U.S. banks, broker-dealers, investment managers, and financial guarantors across all portfolios. |
| Moody's Investors Service | Vice President, Senior Credit Officer | Jan 1997 to Jan 2000 | • Responsible for the research and credit ratings of finance companies, including diversified consumer, commercial, sub-prime home equity, auto, credit card, and student loan organizations. • Credit... |
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
DePaul University
MBA, Finance
Skills & Expertise
Others at Chicago Partners Investment Group LLC (10)
| Name | Role | Location |
|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States |
 | Partner | Glenview, IL , United States |
 | Partner | Chicago, IL , United States |
J John Nicholas | Partner | Chicago, IL , United States |
 | Partner | Wilmette, IL , United States |
 | Partner | Naples, FL , United States |
 | Partner | Chicago, IL , United States |
 | Partner | Chicago, IL , United States |
 | Partner | Winfield, IL , United States |
W William Proskow | Partner | Stratham, NH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | North Star Investment Management Corp. | Highland Park, IL , United States |
 | Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |
