Brooks Philipps Nelson
Amministratore Delegato presso Nelson Capital Management LLC (California)
Posizioni attive di Brooks Philipps Nelson
Società | Posizione | Inizio | Fine |
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Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Amministratore Delegato | 01/01/2004 | - |
Direttore degli Investimenti | 01/01/2004 | - | |
Fondatore | 01/01/2004 | - | |
Presidente | 01/01/2004 | - |
Storia della carriera di Brooks Philipps Nelson
Precedenti posizioni note di Brooks Philipps Nelson
Società | Posizione | Inizio | Fine |
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Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
IBM | Corporate Officer/Principal | - | - |
Kidder Peabody | Corporate Officer/Principal | - | - |
Formazione di Brooks Philipps Nelson
Princeton University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
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IBM | Technology Services |
Aziende private | 3 |
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Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Finance |
Kidder Peabody | Finance |
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |