Profil
Mr. David E.
Nelson, CFA MBA, is Senior Vice President & Portfolio Manager at ClearBridge LLC.
Prior to joining ClearBridge in March 1998, Mr. Nelson was employed as a Director of Research by Investment Counselors of Maryland LLC and a Principal by Burns Pauli Mahoney Co.
Mr. Nelson received a BA in Economics from Wesleyan University and an MBA from Washington University in St. Louis.
He is also a Chartered Financial Analyst.
Anciens postes connus de David E. Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance ICM offers value investment solutions across the US equity market capitalization spectrum. In doing so, the firm utilizes two distinct investment processes – Small-Cap, SMID-Cap & Mid-Cap Value and Large-Cap/All-Cap Value. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. | Directeur de la Recherche - Actions | 31/12/1997 |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Corporate Officer/Principal | 31/12/1988 |
Burns Pauli Mahoney Co.
Burns Pauli Mahoney Co. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Corporate Officer/Principal | - |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de David E. Nelson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Counselors of Maryland LLC
Investment Counselors of Maryland LLC Investment ManagersFinance ICM offers value investment solutions across the US equity market capitalization spectrum. In doing so, the firm utilizes two distinct investment processes – Small-Cap, SMID-Cap & Mid-Cap Value and Large-Cap/All-Cap Value. Both approaches employ a value-oriented investment method with a focus on fundamental analysis. ICM attempts to measure the value of a security by looking at economic and financial factors including the overall economy, industry conditions, and the financial condition and management of the company itself, to determine if the company is underpriced or overpriced. | Finance |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
Burns Pauli Mahoney Co.
Burns Pauli Mahoney Co. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Wesleyan University
Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















