FacultyFaculty/Author Profile

Marcia Nelson

Marcum LLP

New York, NY, USA

Marcia Nelson is a well-known business development strategist, networker, problem-solver, business matchmaker, and creative thinker. She has an extensive knowledge of family office, tax, trust and estates and the HNWI market. She speaks regularly on strategies and tactics in business development, and mentors other professionals on how to grow a network.

As a Director of Business Development for Marcum LLP,  she has built a database of potential clients through cold call, networking, lunch meetings, and happy hours. In addition, she runs seminars and lectures on current issues relevant to family offices, HNWI, and Alternative Investment Funds.

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