David W. Nelson

Plus aucun poste en cours

Profil

Prior to joining Frontier Asset Management in 2009, Mr. Nelson was involved in portfolio development while at Bank of America’s Consulting Services Division.
Client portfolios ranged in size up to $65 million and included SMAs, mutual funds, ETFs, and alternative investments, such as private equity, hedge funds and real estate.
Mr. Nelson previously spearheaded efforts to offer SMAs in major wire houses and independent broker/dealers at Invesco subsidiary AIM Private Asset Management.
He also authored a number of publications on various aspects of practice management and spoke nationally on these topics.
He also co-authored a chapter on mutual fund due-diligence for the College of Financial Planning.
Mr. Nelson received both his MBA and his BA from the University of Denver.
Dave holds the Certified Investment Management Analyst and Certified Investment management Consultant designations, as well as FINRA Series 7, 24, 27, 63 and 65 licenses.

Anciens postes connus de David W. Nelson

Sociétés	Poste	Fin
Frontier Asset Management LLC	Gestionnaire de Portefeuille-Actions	-