Name: Charles Nilson
Title: Chair, Massachusetts Mortgage Bankers Association
Company: J. P. Morgan Chase
Location: 400 Blue Hill Dr., Westwood, MA 02090
Birthplace and year: Chicago, Ill., 1959
Family: Wife, Jill; children: Victoria, Andrew
College: Miami of Ohio, BS, Finance; Case Western Reserve University, MBA
First job outside of finance: Beacham Products - territory sales rep
First job in finance or allied field: Society Bank - management trainee
What do you do now and what are you planning for the future? Focus on (1) legislative and compliance support, interact with the Division of Banks; (2) Education - help membership be compliant and provide education around loan officer financing; (3) Address changing membership.
Hobbies: Cyclist, skier, travel with family
Favorite book: "Back Bay" by William Martin
Favorite movie: "Gran Torino," "Braveheart"
Person you admire most (outside of family): Richard Branson, entrepreneur
Key to success: Enjoy what you do.
If you had to choose another vocation what would it be? Run a bed and breakfast with my wife
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.