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                                                                         Perspective.

                                                                         Passion.

                                                                         Personal.

Eagle Bay Advisors is home to subject matter experts who have learned from some of the best and the brightest in their fields. We have access to peers and professional resources around the globe.

What we have in common is our perspective, passion, and understanding that working with clients is personal.

Your Family Office. Your single point-of-contact for all your financial matters.

Eagle Bay

Careers


Michael D. Nelson, J.D., CFA® Photo
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Michael D. Nelson, J.D., CFA®

MANAGING PARTNER

Michael@eaglebayadvisors.com


Michael Nelson started his professional career at a boutique consulting firm arguing property tax appeal cases before California County Boards of Appeal. After law school, he practiced law at Brown & Wood, helping structure and document fixed income derivatives transactions.

He leveraged his law experience to begin a career in banking at the Canadian Imperial Bank of Commerce. He structured, syndicated and managed a $1.0 billion portfolio of senior bank debt for investment grade and sub-investment grade companies. Later recruited by the Royal Bank of Canada, he led a risk management team that analyzed and approved all securitized products. He consulted on cross-bank initiatives and acquisitions. He structured fixed income derivatives that faced special purpose vehicles as counter-parties. He was selected to found and co-run a $5.0 billion proprietary fixed income trading business.

Michael was recruited by a founding partner of large, New York City based multi-family office to be his successor. As Partner, he co-led their Wealth Advisory Group, and was a member of the Executive and Investment Committees. He attracted and advised some of the firm’s most significant client relationships. He is known to deliver sophisticated family governance solutions and to negotiate and structure significant financial transactions for his clients.

Michael founded Eagle Bay Advisors in 2015. Clients value Michael’s 20 + years of portfolio construction, due diligence, trading, structuring and risk management experience, and his ability to match those skills with each client’s return expectations, risk tolerance and liquidity preference.

Clients praise the transparent business model Michael created and the culture of integrity and trust that governs the activities of the world-class team at Eagle Bay Advisors. Clients respect the firm’s unique combination of industry leading, robust infrastructure, systems and global resources that Michael and his team assembled.

Most importantly, Michael’s clients and business partners value and trust his passion, empathy, relentless support, objective advice, and his ability to apply his institutional training and talents to matters relevant to them.

Michael holds a Bachelor of Science degree in Finance from California State University, Long Beach and a Juris Doctor degree from Lewis & Clark Law School, with a certificate in Tax Law and an emphasis in Corporate transactions. He is also a CFA® charter holder.

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David Neubert Photo
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David Neubert

PARTNER & CHIEF INVESTMENT OFFICER

david@EAGLEBAYADVISORS.COM


David created the first automated arbitrage and trading systems for Exchange Traded Funds (ETFs) at Morgan Stanley. Under David’s leadership, all equity electronic market making portfolios, portfolio trading risk, and index arbitrage were brought under one global function.

David was also the Head of Global Portfolio and Program Trading, Head of Latin American Equity and Derivatives Trading, Head of European Automated Market and Making, and Head of Macro Proprietary Trading at Morgan Stanley.

David’s business acumen, passion for helping people achieve goals, and dedication to client success propelled him through the ranks at Morgan Stanley. In 1998, he was named Managing Director, the youngest in the firm at the time.

In 2003, David joined Lehman Brothers, where he spent two years as Managing Director, Head of Equity Trading Technology and Strategy.

An entrepreneur at heart, he founded, advised or invested in many startups. In 2006 he founded The Panelist, an online magazine focusing on socially conscious investing. In 2008 he co-founded Kapitall, a financial technology focusing on making the process of financial education fun and easy. Today he advises a diverse variety of companies in fashion, healthcare and financial technology. David consults with startup hedge funds; helping to fund media and tech startups, and spends time working with school children to connect economics, math, corporate structure and the stock market.

David has served on many boards including: Dining Entertainment Group (Brother Jimmy’s BBQ), New World Foundation, Green Drinks NY, MedicalRecords.com, Groupe NYC, clothier Seize sur Vingt and Performance Space 122.

David holds a Masters in Public Policy from Harvard’s Kennedy School of Government. In 1988, he graduated 6th in his class and received BA with honors in Economics from Pitzer College in Claremont, California.


David now lives in the Berkshires of Massachusetts with his wife, Natalie, and their children Rose and Craig.

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G. Crossan Seybolt Jr. Photo
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G. Crossan Seybolt Jr.

MANAGING DIRECTOR

crossan@EAGLEBAYADVISORS.COM


G. Crossan Seybolt served as the Senior Vice President of Investments at Prudential Securities and Wells Fargo Advisors respectively, before joining the Eagle Bay team.

A Middlebury College graduate, Seybolt launched his advisory career in 1978 at Loeb Rhodes Hornblower. He subsequently worked at Shearson Lehman, Salomon Smith Barney and Prudential Securities, providing advice to wealthy families, business owners and professionals throughout his career.

Seybolt participated on the Global Macro Advisory Council while at Salomon Smith Barney, and the Alternative Investments Council while at Wells Fargo. Seybolt has passionately worked with wealthy families to solve complex problems throughout his time working as an investment advisor.

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Donald P. Schipf, CFA® Photo
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Donald P. Schipf, CFA®

DIRECTOR OF STRATEGIC OPPORTUNITIES

dschipf@EAGLEBAYADVISORS.COM


Donald Paul Schipf, a native of New York, is a financial executive with experience across several sectors of the financial services and distribution industries. His expertise spans a range of disciplines including: corporate finance, portfolio management, capital markets (debt and equity), strategic planning and financial analysis.

Prior to Eagle Bay, Mr. Schipf was a Managing Director for a boutique investment bank headquartered in NY where he performed merger and acquisition advisory services for companies within the financial services industry, with a particular focus on the asset management industry. Prior, he has held positions as a U.S. mid-cap bank equity research analyst for Keefe, Bruyette & Woods, Inc. and as a senior lending officer at several global banking institutions, including Canadian Imperial Bank of Commerce, Inc.

Mr. Schipf received a Bachelor of Science Degree in Finance from Fairfield University and a Masters of Science Degree in Financial Management from Boston University.  Mr. Schipf is also a CFA® charter holder.

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Tim MacGuire

VICE PRESIDENT

TIM@EAGLEBAYADVISORS.COM


Tim is an experienced private banking professional with extensive success providing customized wealth management solutions to high-net-worth individuals, family offices, foundations, and businesses. He spent 20 years at Deutsche Bank and has previous experience at US Trust and Oppenheimer & Co. Inc.

Tim has an MBA from the Fordham Gabelli School of Business and a B.A. in History from Hobart & William Smith Colleges. He also is Series 7, 24, & 63 certified. 


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Thomas Huber Photo
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Thomas Huber

Vice President

thomas@EAGLEBAYADVISORS.COM


Thomas joined Eagle Bay in 2017. A native of New York, Thomas received a Bachelor of Arts Degree in Economics from SUNY Geneseo. He has previous experience at both Citi and Truvvo Partners.

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JP Elmblad Photo
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JP Elmblad

Senior Analyst

JP@EAGLEBAYADVISORS.COM


JP joined our firm as an Analyst in 2020. He graduated from Union College as a David L. Henle Merit Scholar with a Bachelor of Arts in Economics and Environmental Engineering. He is a University Innovation Fellow trained at Stanford University's Hasso Plattner Institute of Design partnered with Google.

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