Steve Nelson
Directeur Général chez Capital Insight Partners LLC
Profil
Mr. Steven T.
Nelson, CFA MBA, is a Co-Founder & Chief Executive Officer at Capital Insight Partners LLC.
He has over two decades of experience.
Prior to co-founding Capital Insight Partners in August 2008, Mr. Nelson was with Merrill Lynch in Scottsdale.
Before that, he served as a Principal at Lowry Hill.
He is a past Trustee of the Phoenix Art Museum and a former member of the Board of Directors of the CFA Society of Minnesota and the Catholic Community Foundation.
Mr. Nelson received his Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas.
He holds the Chartered Financial Analyst designation.
He is a member of the Phoenix CFA Society and CFA Institute.
Postes actifs de Steve Nelson
| Sociétés | Poste | Début |
|---|---|---|
Capital Insight Partners LLC
 Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Directeur Général | 15/08/2008 |
Anciens postes connus de Steve Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Catholic Community Foundation
 Catholic Community Foundation Miscellaneous Commercial ServicesCommercial Services Catholic Community Foundation operates as a community foundation that stewards the financial resources of Catholic individuals, families, parishes and institutions. The firm supports and facilitates passion for giving to the organizations that serve community of faith. The company was founded in 1992 and is headquartered in St. Paul, MN. | Corporate Officer/Principal | - |
The Phoenix Art Museum
 The Phoenix Art Museum Other Consumer ServicesConsumer Services The Phoenix Art Museum is the largest art museum in the southwestern United States, located in the central corridor of Phoenix, AZ. Since 1959, the museum has provided access to world-class art and experiences, with a collection of over 20,000 works of American and Western American, Asian, European, Latin American, modern and contemporary art, and fashion design. The museum engages over 300,000 guests each year through critically acclaimed national and international exhibitions and multidimensional community programs, serving as a brave space for all people who wish to experience the transformative power of art. | Corporate Officer/Principal | - |
CFA Society of Minnesota
 CFA Society of Minnesota Miscellaneous Commercial ServicesCommercial Services CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Lowry Hill Investment Advisors, Inc.
 Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Corporate Officer/Principal | - |
Formation de Steve Nelson
| St. John's University | Undergraduate Degree |
| University of St. Thomas (Texas) | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Finance |
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Finance |
The Phoenix Art Museum
The Phoenix Art Museum Other Consumer ServicesConsumer Services The Phoenix Art Museum is the largest art museum in the southwestern United States, located in the central corridor of Phoenix, AZ. Since 1959, the museum has provided access to world-class art and experiences, with a collection of over 20,000 works of American and Western American, Asian, European, Latin American, modern and contemporary art, and fashion design. The museum engages over 300,000 guests each year through critically acclaimed national and international exhibitions and multidimensional community programs, serving as a brave space for all people who wish to experience the transformative power of art. | Consumer Services |
CFA Society of Minnesota
CFA Society of Minnesota Miscellaneous Commercial ServicesCommercial Services CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN. | Commercial Services |
Catholic Community Foundation
Catholic Community Foundation Miscellaneous Commercial ServicesCommercial Services Catholic Community Foundation operates as a community foundation that stewards the financial resources of Catholic individuals, families, parishes and institutions. The firm supports and facilitates passion for giving to the organizations that serve community of faith. The company was founded in 1992 and is headquartered in St. Paul, MN. | Commercial Services |
