View in portrait for best experience

Kevin Nelson

Moneta Family Office

At Moneta, Kevin Nelson advises on the financial affairs of multi-generational families and drives strategic growth within the Family Office practice. He plays an integral role in the firm’s private markets initiatives, successfully sourcing and coordinating direct investments, many of which provide clients with exclusive opportunities to grow and protect their wealth. Kevin’s commitment to delivering a diverse range of investment solutions in the family office space has made him a vital resource for many.

Upon joining Moneta, Kevin initially focused on client relationships within the Professional Athlete practice, where he gained invaluable experience in alternative investments. His role quickly expanded to the family office practice, a testament to his ability to navigate complex financial landscapes and drive value for clients.

Kevin holds a Bachelor of Science degree in Finance from Saint Louis University. A Chicago native, Kevin began his career with Moneta in St. Louis before returning to his hometown in 2021 when he transferred to Moneta’s Chicago office. In his free time, Kevin enjoys playing basketball and hockey and hosting gatherings with friends.

EDUCATION

  • B.S., Finance, Saint Louis University

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – March 2025

Monthly Recap – March 2025

April 10, 2025

MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...

Liberation Day

Liberation Day

April 3, 2025

Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...

VIEW ALL ARTICLES

Let’s make every moment count together…