Portrait of Kade Nelson

Kade Nelson

Investment Intern

Based in Santa Barbara, Kade supports the investment team with a strong interest in markets, research, and understanding the factors that drive investment decisions.

Ways to Connect

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  • Video Meetings
  • Phone Meetings
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Kade Nelson is an Investment Intern at Mission Wealth. In this role, he works alongside the investment team while gaining hands-on exposure to portfolio management, market research, and the investment process.

His internship allows him to build on his economics coursework and deepen his understanding of how thoughtful investment decisions are developed within a collaborative team environment.

“Studying economics gave me a way to think about markets beyond simply watching numbers move. I enjoy understanding why they move, learning from different perspectives, and working in a field where there is always something new to explore.”

—Kade Nelson, Investment Intern

Professional Background

Kade is currently studying Economics at the University of California, Santa Barbara. Prior to attending UCSB, he founded a small sales business in California’s Central Valley, gaining early experience in entrepreneurship and business operations. While at UCSB, he has also participated in the Strategic Investment Program to continue expanding his knowledge of investing and financial markets.

Kade is pursuing a degree in Economics at the University of California, Santa Barbara and is expected to graduate in spring 2027.

Personal Pursuits

Outside of work and school, Kade enjoys skiing, spending time with friends, and being outdoors.

Community Impact

Kade serves as Treasurer of the Santa Barbara Snow Club, where he works alongside fellow officers to organize affordable ski trips for students at UCSB and Santa Barbara City College.

Connect with us.

Have a question for Kade Nelson or our team? Send us a note and we’ll make sure your message reaches the right person.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Let’s align your wealth with your purpose.

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