Jeffrey J. Nelson (Managing Director)

For over 35 years, Jeffrey J. Nelson has specialized in the financial analysis and valuation of companies and their securities. Mr. Nelson has consulted in a wide variety of industries and has worked in every region of the country, as well as in Europe. He has supported his valuation work in expert testimony, negotiations, and client support with the IRS, auditors and stakeholders in business transactions.

Mr. Nelson has worked with leading attorneys, accountants and other professional advisors to create solutions to complex corporate finance problems. His broad corporate finance experience includes extensive work advising companies and their shareholders on mergers, acquisitions, divestitures and similar transactions.
 
Prior to joining Wharton Valuation, Mr. Nelson was Vice President and Manager of Mellon Bank’s Corporate Finance Group, the unit offering valuation and merger and acquisition advisory services to Bank clients. In addition, he served on the Bank’s Equity Investment Committee. Prior to that, Mr. Nelson held senior positions at Price Waterhouse and Touche Ross (Director of Valuation Operations in the New York office), where he was responsible for developing their valuation practices and consulting with the partners and professional staff on valuation issues. In addition, Mr. Nelson served as a Director in Marine Midland’s Investment Banking Division, where he developed the Division’s valuation and corporate finance advisory business.
 
For the first 14 years of his career, Mr. Nelson was associated with Management Planning, Inc. (MPI), a Princeton, New Jersey valuation consulting firm. In addition to pure valuation work, his responsibilities with this company included advising on the sales of client companies. During his last three years with MPI, he served as Chief Operating Officer, Treasurer and member of the Board of Directors.
 
Mr. Nelson received an MBA and a BS degree from Seton Hall University. He also did graduate work in economics in the Ph.D. program at the Graduate School of Business at Rutgers University. For a number of years, he was associated with Trenton State College (now The College of New Jersey) as an adjunct professor of finance and served on the Business Advisory Committee of that institution’s School of Business. Mr. Nelson participates in the continuing education program sponsored by the American Society of Appraisers and is a member of the ESOP Association and the National Center for Employee Ownership. He has conducted continuing professional education courses on business valuation for certified public accountants in New Jersey.