Brian Nelson Email & Phone Number
Chief Investment Officer @ Rockefeller Capital Management
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Brian Nelson Location
- Atlanta, GA, US
Brian Nelson Work
- Chief Investment Officer @ (November 2020 - Present)
- CIO of the Higgins Group @ (December 2020 - July 2024)
- Investor @ (March 2019 - December 2020)
- Global Portfolio Manager and Director of Research @ (July 2004 - March 2019)
- Senior TeleMedia Analyst and Team Leader @ (May 2000 - June 2004)
Brian Nelson Education
- UC Santa Barbara
Bachelor's degree (Economics)
Brian Nelson Skills
- Asset Allocation
- Bloomberg Software
- Business Analysis
- Business Strategy
- Client Relations
- Client Services
- Communication
- Company Research
- Competitive Analysis
- Cross-functional Team Leadership
- DCF
- DCF Valuation
- Equity Research
- Equity Valuation
- FactSet
- Financial Accounting
- Financial Analysis
- Financial Markets
- Financial Modeling
- Investment Strategies
- Market Research
- Microsoft Excel
- Microsoft PowerPoint
- Portfolio Management
- Portfolio Optimization
- Portfolio Performance Analysis
- Portfolio Risk
- Presentation Skills
- Quantitative Analytics
- Security Analysis
- Software Industry
- Stock Picking
- Stock Valuation
- Team Leadership
Brian Nelson Summary
- Brian Nelson, based in Atlanta, GA, US, is currently a Chief Investment Officer at Rockefeller Capital Management. Brian Nelson brings experience from previous roles at Rockefeller Capital Management, Investor, Invesco Ltd. and Allianz Global Investors. Brian Nelson holds a Bachelor's degree in Economics @ UC Santa Barbara. With a robust skill set that includes Asset Allocation, Bloomberg Software, Business Analysis, Business Strategy, Client Relations and more. Brian Nelson has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
Laura Esposito
Managing Director, Chief Client Officer
New York, NY, US
James Lee
Managing Director
New York, NY, US
Georgina Lahoud-Nico
Managing Director - Private Wealth Advisor
New York, NY, US
Casey Clark
President, Rockefeller Global Investment Management
New York, NY, US
Edward Moldaver
Managing Director
New York, NY, US
Chris Dupuy
President, Rockefeller Global Family Office
San Clemente, CA, US
Noel Hodges
Managing Director, Private Wealth Advisor
New York, NY, US
Michael Outlaw
President, Rockefeller Global Family Office
New York, NY, US
Schuyler Perry
Managing Director
New York, NY, US
Ashley McCarthy
Chief Operating Officer and Counsel
New York, NY, US
Gregory Fleming
President and Chief Executive Officer
New York, NY, US
Larry Rothenberg
Managing Director
New York, NY, US
James Rajeshvincent
Chief Information Officer
New York, NY, US
Susan Krimigis
COO, Moon Wealth Partners
Bethesda, MD, US
Michael Merlin
Founder, Merlin Wealth Management
Atlanta, GA, US
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