David J Nelson, CPA

Chief Operating Officer

(626) 792-2228  

David joined Clifford Swan in 2023 as Chief Operating Officer. Previously, he was Senior Director of a subsidiary of the global asset management company Affiliated Managers Group where he oversaw Operations and Accounting. His professional experience also includes leading audits of mutual funds and investment companies with Deloitte.

David uses his financial expertise to give back to his community, serving as Treasurer of a 501(c)(3) organization that provides food, school supplies, and sports equipment to orphanages and schools internationally. He also helped run an employer-sponsored financial education program for high school students.

In his free time, David enjoys composing and performing music. He also enjoys spending time outdoors with his family.


“Clifford Swan has an ethical, client-centric, solutions-oriented culture that permeates every area of our firm. I enjoy collaborating with our team to shape and maintain a best-in-class operational platform that supports our absolute commitment to the long-term financial success of our clients.”

American Institute of Certified Public Accountants (AICPA)
CFA Institute
CFA Society of Los Angeles
University of Southern California, Bachelor of Science, Accounting, 2009
University of Southern California, Master of Accounting, 2009
Certified Public Accountant, 2011

Certificate in Investment Performance Measurement, 2013

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