Managing Tech Millions

For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry in New York City. In 2016, I had it all: I was the Chief Information Officer, working on Madison Avenue, climbing toward an IPO with equity and prestige. But deep down, it felt like hell. I remember the breaking point clearly—another phone call to my wife, telling her...

I didn’t wake up one day saying, “I’m going to start a micro family office.” What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, a...

Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle Discover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way ! 🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this epis...

Episode 106: WealthOps the Accelerator to Building Your Micro Family Office Discover how to design your wealth like a product, implement it like a startup, and build a scalable Micro Family Office in just 12 weeks with our Free Master Class - The WealthOps Way ! 🎧 If your financial life feels more like a patchwork of spreadsheets than a cohesive system, this episode is for you. In Episode 106 of...

Episode 105: 5 Advantages of Starting Your Own Micro Family Office Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential ep...

Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a Business Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model:...

Episode 103: The 5 Money Mindset Secrets of the Ultra High Net Worth Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way ! 🎧 Tech wealth is booming—but most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate the mere...

Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis 🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how to lead your portfolio like a business—even during turbulent times with our Free Master Class - The WealthOps Way ! In this solo episode, Christopher Nelson shares a step-by-s...

Episode 101 : Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose 🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of abundance with our Free Master Class - The WealthOps Way ! In this solo episode, Christopher Nelson addresses one of the biggest fears many wealth creators face: the potenti...

Episode 100: Family Office Tactics for Small Portfolios with Ron Diamond 🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way ! Host: Christopher Nelson Guest: Ron Diamond, Chairperson of Tiger 21 Chicago & Founder of Diamond Wealth http://linkedin.com/in/ronalddiamond/ In this episode of Managing Tech Millions, Christopher...

Episode 99: Master Industrial Real Estate Diversification with Ben Fraser 🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way ! Host: Christopher Nelson Guest: Ben Fraser, Chief Investment Officer, Aspen Funds https://www.linkedin.com/in/benwfraser/ In this episode of Managing Tech Millions, Christopher Nelson sits down with Be...

Episode 98: Equity Compensation Tax Playbook with Greg O'Brien and John Malone 🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way! Host: Christopher Nelson Guests: Greg O'Brien & John Malone, Anomaly CPA In this episode of Managing Tech Millions, Christopher Nelson is joined by certified tax planners Greg O'Bri...

Episode 97: Avoid These Common Investing Mistakes When Architecting Your Wealth 🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/ ! In this episode of Managing Tech Millions, Christopher Nelson takes a deep dive into the common mistakes investors make when managing their portfolios. Now that you understand how to architect your port...

Episode 96 : How to Architect Your Wealth - Build a Portfolio Like a Business 🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/ ! In this episode of Managing Tech Millions, Christopher Nelson breaks down the Architect phase of wealth building—helping you structure your investment portfolio like a business. Building on last week’s co...

🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/ ! Host: Christopher Nelson Guest: Marco Quevedo In this episode of Managing Tech Millions, Christopher Nelson sits down with Marco Quevedo, a chief investment officer with extensive experience in managing high-net-worth portfolios. They dive deep into why having an investment thesis...

Episode 94: REWIND: Fueling Financial Independence - Inside my Portfolio Investment Strategy 🎧 Ready to transform your finances into a legacy wealth machine? Start today at http://www.managingtechmillions.com ! In this episode of Managing Tech Millions, Christopher Nelson shares one of his most important financial strategies: the Evergreen Portfolio. Instead of simply managing money, this strateg...

Episode 93: REWIND: Case Study - From Money Maker to Money Manager with David Banks 🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/ ! Host : Christopher Nelson Guest : David Banks In this episode of Managing Tech Millions, Christopher Nelson sits down with David Banks to discuss his inspiring transition from tech sales to full-tim...

Episode 92: REWIND: The Power of Portfolio Income to Unlock Financial Freedom Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/ ! In this episode of Managing Tech Millions, Christopher Nelson revisits one of the most impactful conversations from Episode 60: The Power of Portfolio Income to Unlock Financial Freedom. We dive deep into ho...

Episode 91: REWIND: Cash Flow Portfolio Mastery - Crafting a $256k Per Year Strategy Ready to explore the latest in tech careers and financial insights? Start your journey at http://www.managingtechmillions.com/ ! Host: Christopher Nelson Guest: Pascal Wagner, Founder of GrowyourCashflow.io In this episode of Managing Tech Millions, Christopher Nelson reconnects with Pascal Wagner, a seasoned entr...

Ready to take control of your financial future? Start your WealthOps journey today at https://www.managingtechmillions.com/ ! Ever wondered why WealthOps was created and how it can transform your approach to wealth management? In this episode, Christopher Nelson gets personal, sharing the experiences that led to the creation of WealthOps. From the anxiety of managing sudden IPO wealth to the frust...

Episode 89: Family Office Systems for Tech Professionals - WealthOps 101 Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/ ! Ever felt overwhelmed by managing wealth after a big windfall? In this episode, we dive deep into the origins of WealthOps—a wealth management system designed specifically for...

Episode 88: The Pivot to Managing Tech Millions Ready to unlock the blueprint for managing your tech wealth like a pro? Click here now for more: http://www.managingtechmillions.com/ ! In this episode, Christopher Nelson is back to break down how you can manage your tech equity like a CEO, not just a high earner. We dive deep into why it’s time for tech professionals to stop relying on wealth manag...

Episode 87: 2024 Lessons Learned and the Pivot to Managing Tech Millions Ready to take your wealth journey to the next level? Click here now for a glimpse of what's to come at http://www.managingtechmillions.com/ ! As we near the end of 2024, it’s the perfect time to reflect on the progress we've made and look ahead to exciting changes in the upcoming year. In this episode, Christopher Nel...

Episode 86: REWIND: Strategic Giving for Long-Term Impact - Guide to Nonprofit Sustainability Ready to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at http://www.managingtechmillions.com/ ! Host: Christopher Nelson Guest: James Harrington, CEO of the Ugandan Water Project In this episode of Managing Tech Millions, James Harrington, CEO of the...

Episode 85: 2025 Trends in Tech Equity Compensation Ready to unlock the secrets to building wealth in the tech industry? Click here now to dive into the full episode: http://www.managingtechmillions.com/ ! Ever wonder how tech pros build wealth despite market slowdowns? In this episode, Christopher dives into the ever-changing world of equity compensation in tech and reveals how professionals can...