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Nelson - Wells Fargo


Advised Nelson Capital Management, a private client manager in Palo Alto, California, on its sale to Wells Fargo. Nelson, which had approximately $700 million of assets under management, is able to offer a much broader array of trust, investment and banking services to its clients.

Press Releases

Wells Fargo and Nelson Capital Management Announce Definitive Agreement for Wells Fargo Acquisitionʉۼ