![Brian Nelson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Nelson
Head-Equity Investments presso
Rockefeller & Co. LLC
Profilo
Mr. Brian T.
Nelson, CFA, is a Team Chief Investment Officer & Senior Vice President at Rockefeller & Co. LLC.
He has over 30 years of experience in the financial services industry.
Prior to joining Rockefeller in 2021, He was a Portfolio Manager and Director of Research for the Global Equities Team at Invesco since 2004.
The assets he helped managed significantly outperformed indexes and peers over most long-term measurement periods.
As well, he helped raise billions of dollars for the funds during his tenure.
He was also a Portfolio Manager, securities analyst and team leader at Allianz Global Investors, Franklin Templeton and Chancellor Capital Management.
He is a Chartered Financial Analyst (CFA) and earned his bachelor’s degree in Business Economics from the University of California, Santa Barbara.
Posizioni attive di Brian Nelson
| Società | Posizione | Inizio |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Head-Equity Investments | 01/11/2020 |
Precedenti posizioni note di Brian Nelson
| Società | Posizione | Fine |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Analyst-Equity | 01/01/2007 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 31/12/1999 |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Gestore di Portafoglio-Azioni | 01/01/1998 |
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance FTIC’s equity strategies seek to identify stocks it believes to be significantly undervalued in markets across the globe. The strategies are managed in accordance with Sir John Templeton’s investment philosophy and approach, which are based on three tenets: value, patience, and bottom-up stock selection. By combining time-proven fundamental analysis with original research, the investment team searches for companies that meet their criteria of quality and valuation. | Analyst-Equity | 31/12/1994 |
Formazione di Brian Nelson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
85
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers provides a variety of services across a broad spectrum of investment strategies, sectors and asset classes. The firm utilizes several different methodologies, each predicated on a rigorous, bottom-up, value-oriented security selection process. | Finance |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance FTIC’s equity strategies seek to identify stocks it believes to be significantly undervalued in markets across the globe. The strategies are managed in accordance with Sir John Templeton’s investment philosophy and approach, which are based on three tenets: value, patience, and bottom-up stock selection. By combining time-proven fundamental analysis with original research, the investment team searches for companies that meet their criteria of quality and valuation. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Finance |
