Meet Our Team

MARCIA NELSON

Founder & CEO

Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing and development of Alberleen’s network of family offices and private investors.  Ms. Nelson has a 20 year track record of working with family offices and their advisors, collaborating with other families and creating thought leadership around impact investing and philanthropic giving.  She started her career working for an ultra-high-net-worth philanthropic family, and subsequently managed business development and relationship management in the areas of estate planning, finance and accounting at firms including FMV Opinions, Marcum, and Anchin, Block & Anchin.

Ms. Nelson is passionate about women’s issues, and founded Deals & Divas, an educational and networking organization focused on engaging and supporting social entrepreneurs.  She serves on the board of The Association for Corporate Growth -ACG- NY, where she chairs programming, and is a member of the Family Office Committee.  Ms. Nelson is the ACG-NY 2017 honoree of the Lou Halstead Women of Leadership Award.  She earned her BA from Southern Utah State College and her MBA in finance and tax from Fordham University.   She is a Utah native and is very active in the Mormon Church.

 

JAN NOLTE

Speaker Consultant

Jan Nolte, founder and president of The Influential Voice, grooms high achieving leaders who understand the ever-growing necessity to make a lasting impression.   She trains professionals worldwide who are hungry to inspire action and lead with distinction.  Her distinguished clients include, Christie’s, The Economist, Prezi, Univision, Estee Lauder, The Metropolitan Museum of Art, Tannenbaum, Halpern, Syracuse and Hirschritt, Anchin Block & Anchin. As a highly regarded speaker, trainer and coach, Jan inspires audiences and clients to connect the dots from speaker to listener every time they speak. Her client’s presentations and daily conversations become the vehicle for straight talk, fun and truly influential results.

ISAAC RESHAD

Senior Advisor

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