Brett Nelson, Cfa, Mba Email & Phone Number

New York City Metropolitan Area

I am a Senior Investment Writer who helps educate institutional investors and private-wealth managers across a broad range of asset classes.

Greater New York City Area

I distill financial narratives, business strategies and new technologies for investors and other stakeholders. Current engagements include:

Freelance Copywriter, Imagination
• Write scripts for mid-length investor-communication promotional videos

Contributor, ‘Chicago Booth Review’
• Write articles on finance, policy and marketing for University of Chicago's business school magazine

Contributing Editor, FitchInk
• Write articles, editorials and marketing content for various corporate clients, such as GE

Contributing Editor, 'Chief Executive' magazine
• Write articles on best practices for middle-market chief executives

Co-founder/Advisor, Noto Group LLC
• Define marketing and product strategy for this startup Indonesian investment firm

Consultant, RooneyPartners
• Develop media strategy and training curricula for this established business media-relations firm

Greater Nashville Area, Tn

Primary roles and responsibilities included:

SENIOR ADVISOR to KALEIDOSCOPE MEDIA
(January 2016 – October 2016)

Kaleidoscope Media is a boutique marketing and public-relations firm in Nashville, Tenn. Services include traditional PR and media relations, crisis communications, brand strategy, social-media management, online marketing, event management and video production.

• Assessed addressable market, competitive threats and operational risks
• Screened prospects, wrote new-business proposals, negotiated contracts
• Aligned roles and resources to meet financial-performance targets
• Designed employee incentive packages
• Defined internal and external communication protocols
• Crafted client case studies
• Trained staff

*****

CO-FOUNDER at EYES ONLY INC.
(April 2014 – December 2015)

Eyes Only was an angel-backed start-up that created digital-marketing solutions for
the $2-trillion luxury-goods-and-services industry.

• Defined addressable market, competitive threats and operational risks
• Crafted investment decks and marketing presentations
• Courted investors and strategic partners
• Modeled financial projections

*****

INVESTMENT ANALYST and MARKETING STRATEGIST (various clients)
(April 2012 – March 2014)

• Identified strategic partners, refined market strategy and wrote website copy for an information-management start-up that aimed to boost the financial performance of corporate real estate portfolios.
• Advised on media strategy for "Rock The Street, Wall Street", a non-profit devoted to improving financial literacy among high school girls.
• Researched various equity-investment themes for Standard Research, a boutique asset-management firm.

*****

FINANCIAL WRITING INSTRUCTOR at OWEN GRADUATE SCHOOL OF MANAGEMENT
(2013 – 2014)

• Led financial-writing seminars at Vanderbilt's business school.

*****

FREELANCE WRITER/EDITOR for FORBES MEDIA

• Wrote/edited long-form articles on investment strategies and other business-related topics.

New York, Ny

Founded in 1917, Forbes Media delivers news and information about business, investing, technology, entrepreneurship and leadership. Nearly 7 million people read Forbes magazine’s U.S. edition, while 50 million visit Forbes.com every month.

During my 15-year tenure, I rose from editorial intern to Executive Editor of Forbes magazine; analyzed scores of companies and investment strategies; and helped a storied brand navigate major disruption in its industry. Some highlights from each step:

EXECUTIVE EDITOR, 2008 - 2012

• Headed small-business coverage (print and digital) with 6 dedicated staffers and 45 contributors.
• Created, marketed and managed a more algorithmic editorial approach to identifying high-growth, privately held firms.
• Managed, marketed and expanded the 100 Best Small Publicly Held Companies annual franchise.
• Developed content partnerships and evangelized advertisers.

ENTREPRENEURS EDITOR, 2005 - 2008

• Launched the Entrepreneurs channel on Forbes.com, which grew to 550,000 unique visitors per month.
• Created, marketed and managed the annual Forbes $100,000 Boost Your Business contest, putting entrepreneurs to the stern test of raising capital. (Think “Shark Tank” but with real-world rigor.) Contestants created 20-page business plans and made detailed presentations to an investor panel I assembled and which collectively managed $10 billion+.
• Spearheaded a more scalable way to generate valuable editorial content by recruiting and mentoring non-journalists with deep expertise in specific business areas---now a cornerstone of Forbes' digital strategy.

STAFF WRITER / REPORTER / INTERN, 1997 - 2005

• Researched and reported on hundreds of articles on a range of companies, from industrial giants to beavering startups.
• Interviewed myriad money managers, entrepreneurs and C-Suite executives.
• Explained and critiqued investing strategies involving stocks, bonds, derivatives and structured products.

Menomonee Falls, Wis.

Custom Products Corp. was a $40-million (annual sales) contract-machining outfit that made metal components for autos, planes, computers---basically any widget with precise physical dimensions.

The Management Trainee program was a two-year master class in business: I worked in every department; managed jobs for large OEMs, including Chrysler, Caterpillar, Eaton and Briggs & Stratton; and nearly lost a thumb in a hydraulic sawmill.

Master Of Business Administration - Mba, Finance, General

Master Of Science - Ms, Journalism

Bachelor Of Science - Bs, Mechanical Engineering

I completed the Engineer In Training examination in 1993.