Brian Nelson, Cfa
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Brian Nelson, Cfa Email & Phone Number

Chief Investment Officer at Rockefeller Capital Management
Location: Atlanta Metropolitan Area, United States, United States 6 work roles 1 school
1 work email found @rockco.com 1 phone found area 415 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@rockco.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockefeller Capital Management
Role
Chief Investment Officer
Location
Atlanta Metropolitan Area, United States, United States
Company size
491 employees

Who is Brian Nelson, Cfa? Overview

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Quick answer

Brian Nelson, Cfa is listed as Chief Investment Officer at Rockefeller Capital Management, a company with 491 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at rockco.com, phone signal with area code 415, and a matched LinkedIn profile for Brian Nelson, Cfa.

Brian Nelson, Cfa previously worked as CIO of the Higgins Group at Rockefeller Capital Management and Investor at Investor. Brian Nelson, Cfa holds Bachelor'S Degree, Economics from Uc Santa Barbara.

Company email context

Email format at Rockefeller Capital Management

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*@rockco.com
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AeroLeads found 1 current-domain work email signal for Brian Nelson, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Brian Nelson, Cfa

I am a passionate investor with a successful track record as a portfolio manager, analyst and investment team leader. I have found consistent success in building and managing teams and providing stability and consistency to the team and the investment process. I thrive in team environments and deeply believe a high achieving team makes everyone a better performer.I enjoy presenting and working with clients and have been instrumental in helping raise billions of dollars.Competincies:Portfolio Management: Asset allocation. Portfolio and Risk OptimizationTeam LeadershipIndustry, Company and Securities AnalysisTMT Sector ExpertiseFinancial Modeling and ValuationStock PickingPresentation SkillsClient RelationsMicrosoft (Excel, Powerpoint), Bloomberg, Factset

Listed skills include Presentation Skills, Portfolio Optimization, Portfolio Performance Analysis, Bloomberg Software, and 30 others.

Current workplace

Brian Nelson, Cfa's current company

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Rockefeller Capital Management
Rockefeller Capital Management
Chief Investment Officer
Atlanta, GA, US
Website
rockco.com
Employees
491
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Company profile
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6 roles

Brian Nelson, Cfa work experience

A career timeline built from the work history available for this profile.

Investor

Investor

Greater Atlanta Area

Mar 2019 - Dec 2020

Global Portfolio Manager And Director Of Research

Invesco Ltd.

Greater Atlanta Area

  • Global Portfolio Management
  • Managed portfolios that outperformed the broader indexes by significant margins. Two of the portfolios (Global and International) were in the top 30% and 10% relative to Lipper peers.
  • Instrumental in raising billions of dollars when the funds’ performance were in the top decile for the 1, 3, 5 and 10-year periods. Investment Team LeadershipManaged analyst team. Implemented and optimized investment.
  • Led efficient and effective team meetings.
  • Helped facilitate the communications between analysts and portfolio managers. Fostered communication between other investment teams.
  • Approved all recommendations.
Jul 2004 - Mar 2019
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

CZ Cade Zrelak Cade Zrelak Colleague at Rockefeller Capital Management Greater Chicago Area, United States View → LM Laura Monaco Laura Monaco Colleague at Rockefeller Capital Management Trenton, New Jersey, United States, United States View → NW Natalie Wittenberg Natalie Wittenberg Colleague at Rockefeller Capital Management New York, New York, United States, United States View → AP Aj Palkovich Aj Palkovich Colleague at Rockefeller Capital Management Saratoga Springs, New York, United States, United States View → MH Margaret Hawk, Crpc® Margaret Hawk, Crpc® Colleague at Rockefeller Capital Management Cincinnati, Ohio, United States, United States View → JL John Lahoud, Cfp®, Cpm® John Lahoud, Cfp®, Cpm® Colleague at Rockefeller Capital Management New York City Metropolitan Area, United States View → JM Justin Medeiros Justin Medeiros Colleague at Rockefeller Capital Management Rancho Santa Margarita, California, United States, United States View → A( Anthony (Tony) Ferrandino, Cima®, C(K)P®, Crps™, Cpfa® Anthony (Tony) Ferrandino, Cima®, C(K)P®, Crps™, Cpfa® Colleague at Rockefeller Capital Management Greater Philadelphia, United States View → MB Mikayla Brunell Mikayla Brunell Colleague at Rockefeller Capital Management Albany, New York Metropolitan Area, United States View → CI Chris Iwamasa Chris Iwamasa Colleague at Rockefeller Capital Management Newport Beach, California, United States, United States View →
1 education record

Brian Nelson, Cfa education

FAQ

Frequently asked questions about Brian Nelson, Cfa

Quick answers generated from the profile data available on this page.

What company does Brian Nelson, Cfa work for?

Brian Nelson, Cfa works for Rockefeller Capital Management.

What is Brian Nelson, Cfa's role at Rockefeller Capital Management?

Brian Nelson, Cfa is listed as Chief Investment Officer at Rockefeller Capital Management.

What is Brian Nelson, Cfa's email address?

AeroLeads has found 1 work email signal at @rockco.com for Brian Nelson, Cfa at Rockefeller Capital Management.

What is Brian Nelson, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 415 for Brian Nelson, Cfa at Rockefeller Capital Management.

Where is Brian Nelson, Cfa based?

Brian Nelson, Cfa is based in Atlanta Metropolitan Area, United States, United States while working with Rockefeller Capital Management.

What companies has Brian Nelson, Cfa worked for?

Brian Nelson, Cfa has worked for Rockefeller Capital Management, Investor, Invesco Ltd., and Allianz Global Investors.

Who are Brian Nelson, Cfa's colleagues at Rockefeller Capital Management?

Brian Nelson, Cfa's colleagues at Rockefeller Capital Management include Cade Zrelak, Laura Monaco, Natalie Wittenberg, Aj Palkovich, and Margaret Hawk, Crpc®.

How can I contact Brian Nelson, Cfa?

You can use AeroLeads to view verified contact signals for Brian Nelson, Cfa at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Brian Nelson, Cfa attend?

Brian Nelson, Cfa holds Bachelor'S Degree, Economics from Uc Santa Barbara.

What skills is Brian Nelson, Cfa known for?

Brian Nelson, Cfa is listed with skills including Presentation Skills, Portfolio Optimization, Portfolio Performance Analysis, Bloomberg Software, Equity Valuation, Client Relations, Dcf, and Security Analysis.

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