Marcia Nelson Email and Phone Number
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Marcia Nelson personal email
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Marcia is a Managing Director at Freedom Capital Markets (FCM) and oversees the family office division. The majority of her career has been working in and for family offices and private dealmakers. Prior to FCM, Marcia was a Managing Director and head of business development for ShareNett, a members-only global network of professional investors, and she worked previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. She formerly worked for an ultra-high-net-worth philanthropic family as well as a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.Triple C Advisory is a business life cycle consulting firm that works with early stage companies as an advisor and board member to prepare them to receive institutional-grade investments.Marcia serves as Chair of the Board of Kinect Capital, a Utah-based non-profit early-stage accelerator; on the Board of University Impact, a donor-advised fund focused on impact investing; and on the Advisory Board of Angel Accelerator Fund, a VC fund investing in media. She is a past president of ACG-NY, an association for middle market dealmaking professionals, and is a member of The DealmakeHers, an exclusive network of leading female dealmakers in the retail and consumer marketplace.Marcia speaks regularly on topics relating to Family Offices, Venture Investing, Entrepreneurship, and Diversity, Equity & Inclusion. She received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women and she was one of the 2018 Who’s Who In Impact Investing by the Denver Business Journal. She was honored with the 2017 ACG-NY Women of Leadership Award. Ms. Nelson received her BA from Southern Utah University and her MBA from the Gabelli School at Fordham University. Marcia holds Series 7 and 63 licenses.
Freedom Capital Markets
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Managing DirectorFreedom Capital Markets Jan 2023 - PresentNew York, New York, Us
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Co-FounderTriple C Advisory - New York Jul 2020 - PresentBusiness life cycle advisors. -
Managing Director And Head Of Business DevelopmentSharenett Sep 2020 - Dec 2022New York, Ny, UsShareNett is a fully regulated private global investment platform, providing 360-degree solutions for private investors. Opportunities are sourced through the collective global relationships of members and various industry relationships built over the past 30+ years. Family Offices, institutional investors and advisors seeking private placements, yield solutions, trading and liquidity options for secondaries or advisory services can learn more by contacting the investor relations team at IR@sharenett.com. -
Managing Director - Alberleen Family Office SolutionsThe Alberleen Group Sep 2016 - Jun 2020New York, New York, UsAn independent investment advisory firm backed by family office investors. Alberleen works with other global family offices to source, structure and co-invest in proprietary financing opportunities across the capital stack. -
Founder & CeoDeals & Divas Jul 2015 - Jun 2018Deals & Divas - leading provider of networking events, educational forums and social activities for women in the "deal" space. We are made up of inspirational and aspirational women (and men!) who are entrepreneurs, seasoned business owners, accountants, lawyers, bankers, fund managers, board members, investors and family offices. We gather together to connect, share our stories, mentor and support each other, and promote and invest in each other.
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Practice Growth ManagerAnchin, Block & Anchin Llp Nov 2012 - Jul 2015New York, Ny, UsAnchin, Block & Anchin LLP today is recognized as one of the largest and fastest-growing accounting firms in the country (Public Accounting Report). The full-service firm, with a staff of 350, serves privately-held businesses and high net worth individuals with a wide range of traditional and non-traditional advisory services, including financial statement preparation; tax planning and compliance services; economic development and tax incentives; management and succession advisory services; litigation support, forensic accounting and valuation services; merger and acquisition services; and wealth management. Our mission is to be our clients’ expert partner, accomplishing this through creativity, integrity and care. We are committed to connecting clients with industry partners who provide them with industry knowledge and innovative insights.As Practice Growth Manager, my role is to create opportunities to connect Anchin partners with referral sources in my network. I have built events such as Deals & Divas (for women in the deal space), Commuter Cocktails (for hedge fund industry-related services) and ongoing family office-related events. -
Director, Business DevelopmentMarcum Llp Jan 2011 - Nov 2012New York, New York, Us- Director of Business Development for mid-market accounting firm- Build database of potential clients (cold call, networking, lunch meetings, happy hours) - Run seminars and lectures on current issues relevant to family offices, HNWI, and Alternative Investment Funds -
Sr. Vp Of Business DevelopmentFmv Opinions Feb 2006 - Jan 2011- Head of Business Development of Northeast Region for national valuation firm- Develop relationships with primary referral sources (attorneys and accountants) and secondary sources (financial planners and insurance brokers) - Set up speaking and writing opportunities for senior managers and partners within the firm- Identify conferences for exhibitor opportunities and man the booth- Build database of potential clients (cold call, networking, lunch meetings, happy hours) - Attended seminars and lectures on current issues- Research and track trends in valuation, taxation and law
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Progect Manager/Executive AssistantPrivate Sfo/Sports & Entertainment Executive Mar 2003 - Mar 2005- Managed all aspects of SFO/Sports Executive personal and professional life.- Handled scheduling for speaking engagements, coordinated office staff, managed calendar and travel arrangements.- Liaise with local and national politicians, sports and media executives, outside business interests and business partners.
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Executive AssistantThe Carlyle Group Mar 2000 - Mar 2003Washington, Dc, Us- Supported multiple senior executives in the High Yield group.- Performed research on portfolio companies.- Liaison with clients, other business lines of the fund and other executives.- Maintain calendars, oversee travel arrangements, coordinate meetings.- Served as interim office manager while OM was on maternity leave. -
Executive Assistant/Researcher/Project ManagerPrivate Sfo/Philanthropist Jun 1998 - Mar 2000- Conducted research around various interests of billionaire philanthropist and wrote executive summaries on prospective gifting opportunities- Managed special projects, including preparing materials for speaking engagements- Worked with internal and external advisers regarding art collection, estate management, accounting and legal needs, etc.- Oversaw hiring and training of junior staff
Marcia Nelson Skills
Marcia Nelson Education Details
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Fordham Gabelli School Of BusinessTaxation -
Southern Utah UniversityEnglish
Frequently Asked Questions about Marcia Nelson
What company does Marcia Nelson work for?
Marcia Nelson works for Freedom Capital Markets
What is Marcia Nelson's role at the current company?
Marcia Nelson's current role is Managing Director, Freedom Capital Markets, Speaker, Independent Board Advisor for SFOs, Board Chair of Kinect Capital, Chief Curiosity Officer (CCC) of my life.
What is Marcia Nelson's email address?
Marcia Nelson's email address is mn****@****ett.com
What is Marcia Nelson's direct phone number?
Marcia Nelson's direct phone number is +191738*****
What schools did Marcia Nelson attend?
Marcia Nelson attended Fordham Gabelli School Of Business, Southern Utah University.
What skills is Marcia Nelson known for?
Marcia Nelson has skills like Mergers And Acquisitions, Business Development, Strategy, Alternative Investments, Private Equity, Hedge Funds, Investments, Management, Due Diligence, High Net Worth Individuals, Financial Services, Portfolio Management.
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