Caitlyn Nelson

Caitlyn Nelson is the Head Trader at Integrated Partners in Boston, MA, where she leads the trading operations for the firm's Destination Portfolios. In her role, she collaborates closely with the Manager of Operations to oversee portfolio execution and support the ongoing growth of the firm's investment strategies, focusing on the delivery of tailored solutions for clients.

Nelson's expertise spans 15 years in the financial services industry, with significant experience in both operations and global trading desk support. She began her career as a Junior Trader at Boston Advisors, LLC, before moving to Integrated Partners as an Analyst and Trader, and ultimately rising to her current senior position.

She holds a Bachelor of Arts in Business from Saint Anselm College and is a Chartered Retirement Planning Counselor (CRPC®), reflecting her comprehensive background in both trading and operations. While her primary focus is the management and trading of Destination Portfolios, her broader skill set is well rooted in multi-asset portfolio management and operational excellence within advisory platforms.