Andrew Nelson Email & Phone Number
Chief Executive Officer @ Human Investing
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Andrew Nelson Location
- Lake Oswego, OR, US
Andrew Nelson Work
- Chief Executive Officer @ (September 2025 - Present)
- Partner, Director of Business Developement @ (January 2024 - September 2025)
- Partner, Director of Workplace Advisory @ (July 2020 - December 2023)
- Director of Workplace Advisory @ (March 2018 - July 2020)
- Investment Advisor @ (March 2014 - February 2018)
- Investment Analyst @ (December 2009 - February 2014)
- Analyst Intern @ (October 2009 - November 2009)
Andrew Nelson Education
- University of Oregon - Charles H. Lundquist College of Business
Executive MBA
2020-2022 - Linfield College
Finance & Mathematics
2005-2009
Andrew Nelson Skills
- Investments
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Finance
- Alternative Investments
- Trading
- Asset Management
- 401k
- Retirement
- Mutual Funds
- Wealth Management
- Equities
- 401k Rollovers
- Asset Allocation
- Investment Strategies
- Morningstar
Andrew Nelson Summary
- Andrew Nelson, based in Lake Oswego, OR, US, is currently a Chief Executive Officer at Human Investing. Andrew Nelson brings experience from previous roles at Human Investing. Andrew Nelson holds a 2020 - 2022 Executive MBA @ University of Oregon - Charles H. Lundquist College of Business. With a robust skill set that includes Investments, Strategic Financial Planning, Retirement Planning, Portfolio Management, Finance and more. Andrew Nelson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Human Investing Employees
Andrew Nelson
Chief Executive Officer
Lake Oswego, OR, US
Emily Stokes
Tax Administrator
Vancouver, WA, US
Rebecca Rohleder
Workplace Advisory
Portland, OR, US
Marc Kadomatsu
Managing Partner, Director of Financial Planning
Portland, OR, US
Luke Schultz
Director of Tax
Portland, OR, US
Drayton Carlberg
Lead Advisor, Partner
Portland, OR, US
Eve Bell
Director of Workplace Advisory
Portland, OR, US
Cort Morris
Retirement Plan Specialist
Newberg, OR, US
Cole Thomas
Associate Advisor
Portland, OR, US
Nicole Lindblom
Associate Advisor
Lake Oswego, OR, US
Amanda Earlywine
Associate Advisor
United States
Tyler Durant
Associate Analyst
Lake Oswego, OR, US
Brady Rogers
Trade Analyst
Beaverton, OR, US
Alanna
Director Of Client Services
Lake Oswego, OR, US
Josilyn Dewey
Client Service Administrator
Portland, OR, US
Elliott Welborn
Operations Associate
Tualatin, OR, US
Austin Bradford
Client Service Administrator
Newberg, OR, US
Mitch Chilcott
Workplace Education Advisor
Portland, OR, US
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