Managing Director
Summit Fiduciary Group
Minnetonka, MN
Nels Carlson is a co-founder and Managing Director of Summit Fiduciary Group. With almost 30 years of experience working with ESOPs and employee-owned companies, Nels is actively involved in the management of Summit's professional fiduciary services practice. Throughout his professional career, Nels has regularly presented on ESOP and fiduciary issues at national and regional industry conferences. Prior to establishing Summit, Nels was the Managing Director and Practice Lead of the ESOP fiduciary services practice at a publicly traded financial institution, and a Partner in the Corporate/ESOP practice of a Minneapolis commercial law firm.
Disclosure information not submitted.
Communicating Annual ESOP Valuation to Engage Employees and Drive Performance
Tuesday, April 15, 2025
10:15 AM – 11:15 AM MST