Nelson Greene, CFP®

Nelson Greene, CFP®


Nelson Greene is a Certified Financial Planner™ practitioner and serves as a Wealth Advisor at Parkside Investments, a boutique investment management firm based in Chicago, IL.

Prior to joining Parkside, Nelson was the Vice President of Technology Consulting for TD Ameritrade’s institutional division. He also has experience working for several industry-leading financial technology firms, specializing in portfolio management and artificial intelligence.

He has been in the financial services industry since 2012 and is a series 65 licensee.s

Parkside Investments

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