Senior Vice President, Head of Advisors and Family Offices
Nelly leads the firm’s business development and relationship management efforts for Advisors and Family Office clients.
Nelly has 16 years of experience in the investment management industry. Nelly was a Marketing Director at Samson Capital Advisors LLC prior to its acquisition by Fiera Capital in 2015. She joined Samson in 2005 and was responsible for developing and maintaining private client and advisor relationships, as well as developing Samson’s strategic marketing plan.
Prior to joining Samson, Nelly was a member of Evergreen Investments’ institutional marketing group, where her responsibilities included developing marketing processes and maintaining product positioning across all distribution channels for fixed income strategies. Nelly began her career as an Investment Management Analyst for Smith Barney’s Consulting Group, where she was responsible for investment manager due diligence and the analytical and technical support for new business development.
Nelly is a board member for Up Academy Charter School of Boston and Up Academy Charter School of Dorchester.
She graduated from Loyola University with a Bachelor of Business Administration.