Nelson Roberts

Nelson Capital incorporates decades of experience and a philosophy of partnership to offer an efficient blend of wealth and asset management services for clients with net investable assets of one million to fifty million dollars.
Brooks Nelson has over 30 years’ experience in portfolio management and securities research. Brooks graduated with a BS from Princeton University and worked at IBM, Damon Raike, and Kidder Peabody before, in 1985, joining Nelson Capital Management, the firm founded by his father. He became president of Nelson Capital in 1990. Brooks is a Chartered Financial Analyst and a member of the CFA Institute. He is an avid swimmer and cyclist.
Steve Philpott has extensive expertise in wealth analysis, asset management, and securities trading. Steve graduated with a BS from Santa Clara University and later earned an MBA from the University of San Francisco. He began his investment management career at Nelson Capital Management, where he served as a research analyst and portfolio manager. Steve is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Forum, Inc., and served as president of the Santa Clara University Alumni Association Board of Directors. A Bay Area native, Steve enjoys hiking, golfing, and spending time with his wife and children.
Ann Oglesby has 25 years of experience in the health care delivery and 10 years’ expertise in risk management, mergers and acquisitions, business analysis, and quality improvement within the industry. Ann graduated with a BS from Stanford University, an MD from St. Louis University, and an MBA from Indiana University. She completed her clinical training in internal medicine at the University of Iowa and worked in primary care before moving to health care management. Ann served for 15 years as a vice president and director of quality improvement at a large integrated health care system before joining Nelson Capital in 2006. In her free time, Ann enjoys singing, studying classical music, and spending time with her family.
Darcy Smoot has extensive experience in equity analysis and securities trading. Darcy graduated with a BA from Swarthmore College, majoring in Mathematics and English Literature. She began her career at Bloomberg LP in New York City, and in 2009 went on to work as an equity derivatives sales trader at Susquehanna International Group before joining Nelson Capital in 2014. Darcy is a Chartered Financial Analyst, and is a member of the CFA Society of San Francisco. Darcy loves cooking, hiking, and spending time with her two young daughters and her husband, Cliff.
Evan is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience in portfolio and investment management. He is passionate about helping clients realize their financial goals, while taking the time and care to fully understand their unique situation. Before joining Nelson Capital, Evan graduated from The University of Southern California, worked on various marketing campaigns, and as an outside sales manager. In his spare time, he enjoys running, hiking, playing basketball, and cooking.
Erin is a California native who lived in New York for five years, where she worked for Citigroup as a financial analyst. Erin earned her BA in Communications from California State University, Long Beach. Erin is happy to be putting down roots in California where she can cheer on the Golden State Warriors. She enjoys baking and shopping, and spending time with her loved ones.
Chrissy Domingo joined Nelson Capital in 2017 after graduating from Santa Clara University with a Bachelor of Science in Commerce, majoring in Finance. Born and raised in the Bay Area, Chrissy enjoys snowboarding, hiking and volunteering with local animal rescue organizations.
Marissa moved to California from the Midwest after earning a Bachelor of Science degree in Psychology with a competency in Human Resources circa 2014 from Illinois State University. She enjoys hiking, cooking, video games, and concerts. She is also a volunteer for the National Multiple Sclerosis Society.
Tiffany joined the firm June of 2020 and was formerly a branch manager at Wells Fargo Bank for 9 years. Tiffany is a California native who enjoys scuba diving, hiking, traveling, sports games, and concerts. She is also a board member for the San Jose chapter of Active-2030, a nonprofit group that aims to improve the lives of children in their communities.
Nelson Capital is a proud supporter of organizations within the communities we serve.
PHS/SPCA, a private non-profit organization guided by the humane ethic, builds healthy relationships between people and animals. Each year thousands of animals pass through our doors. We provide a warm bed, nutritious food, veterinary care and a gentle touch for the lost, stray, unwanted and injured domestic and wild animals in our community. Nelson Roberts Investment Advisors supports the PHS/SPCA Annual Mutt Strutt and Annual Gala Ball.
Find Out MoreThe Menlo-Atherton Little League is committed to teaching and improving the fundamental baseball skills of its children in a fun and constructive environment. The League is dedicated to managing the balance between winning and learning life lessons through sport as part of our core values.
Find Out MoreThe Wildlife Conservation Network supports “conservation entrepreneurs,” conservationists without institutional backing who seek new approaches to protecting endangered species and managing their coexistence with humans. WCN provides these individuals with a shared back office that helps them incorporate as nonprofits, write grant proposals, raise money, manage donor databases, and fulfill legal requirements and connects them with conservation experts around the world to help the entrepreneurs efficiently refine and expand their causes.
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