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Michael Nelson, CFA

Michael started his professional career at a boutique consulting firm arguing property tax appeal cases before California County Boards of Appeal. After law school, he practiced law at Brown & Wood, LLP structuring and documenting fixed income derivatives transactions.

He leveraged his law experience to begin his banking career at the Canadian Imperial Bank of Commerce. He structured, syndicated and managed a $1.0 billion portfolio of senior bank debt for investment grade and sub-investment grade companies. Later recruited by the Royal Bank of Canada, he led a risk management team that analyzed and approved all securitized products. He consulted on cross-bank initiatives and acquisitions. He structured fixed income derivatives that faced special purpose vehicles as counterparties. He founded and co-ran a $5.0 billion proprietary fixed income trading business.

Michael left banking to join a large, New York City based multi-family office. As Partner, he co-led their Wealth Advisory Group, and was a member of the Executive and Investment Committees. He attracted and advised some of the firm’s most significant client relationships. In addition to sharing his investment expertise with clients, he developed sophisticated family governance solutions and negotiated and structured significant financial transactions for them.

Michael founded Eagle Bay Advisors in 2015. As Chief Investment Officer, clients value Michael’s more than 25 years of portfolio construction, due diligence, trading, structuring and risk management experience, and his ability to match those skills with each client’s return expectations, risk tolerance and liquidity preference.

As Managing Partner, clients praise the transparent business model and the culture of integrity and trust that governs the activities of the world-class team at Eagle Bay. Clients respect the firm’s unique combination of industry leading, robust infrastructure, systems and global resources that Michael and his team assembled.

Most importantly, as financial advisor, Michael’s clients and business partners value and trust his passion, empathy, relentless support, objective advice, and his ability to apply his institutional training and talents to matters relevant to them.

Michael holds a Bachelor of Science degree in Finance from California State University, Long Beach and a Juris Doctor degree from Lewis & Clark Law School, with a certificate in Tax Law and an emphasis in Corporate transactions. He is also a CFA charter holder.

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