broker check finra logo financial advisor

 

 

Caitlyn Nelson

Head Trader

Caitlyn Nelson

Head Trader

With over 20 years’ experience I oversee all trading operations, driving strategy, execution, and risk management across Integrated Portfolios. With a deep expertise in market structure, liquidity dynamics, and multi-asset trading, I lead a high-performance trading team in a fast-paced environment.

Known for combining data-driven decision-making with strong market intuition, I’m responsible for optimizing trade execution, managing relationships with counterparties, and ensuring compliance with regulatory standards. I play a critical role in aligning trading activities with broader investment objectives, consistently delivering efficiency and performance.

With a background in the financial services industry, I bring a track record of navigating volatile markets, implementing advanced trading technologies, and improving execution quality.

Outside of work, I enjoy spending time with my husband and two children. I am deeply involved in the community as a volunteer coach for youth sports, helping youth athletes build confidence, teamwork and a lifelong love of the game. I also serve on my children’s school council and am a board member of our local Civic Association, a nonprofit organization dedicated to community enrichment.

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Secret Link