Brooks Philipps Nelson
Chief Executive Officer at Nelson Capital Management LLC (California)
Profile
Mr. Brooks P.
Nelson, CFA, is a Principal at Nelson Capital Management LLC (California).
He has over 30 years experience in portfolio management and securities research.
He became president of Nelson Capital in 1990.
Mr. Nelson worked at IBM, Damon Raike, and Kidder Peabody before, in 1985, joining Nelson Capital Management, the firm founded by his father.
He received his undergraduate degree from Princeton University.
He is a Chartered Financial Analyst and a member of the CFA Institute.
Brooks Philipps Nelson active positions
| Companies | Position | Start |
|---|---|---|
Nelson Capital Management LLC (California)
 Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Chief Executive Officer | 01/01/2004 |
Former positions of Brooks Philipps Nelson
| Companies | Position | End |
|---|---|---|
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Corporate Officer/Principal | 31/12/2003 |
| IBM | Corporate Officer/Principal | - |
| Kidder Peabody | Corporate Officer/Principal | - |
Training of Brooks Philipps Nelson
| Princeton University | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
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Linked companies
| Listed companies | 1 |
|---|---|
| IBM | Technology Services |
| Private companies | 3 |
|---|---|
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Finance |
| Kidder Peabody | Finance |
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