Brian Nelson, Cfa
AeroLeads people directory · profile

Brian Nelson, Cfa Email & Phone Number

Chief Investment Officer at Rockefeller Capital Management
Location: Atlanta Metropolitan Area, United States 7 work roles 1 school
1 work email found @rockco.com 1 phone found area 415 LinkedIn matched
✓ Verified July 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
Company size
1588 employees

Who is Brian Nelson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brian Nelson, Cfa is listed as Chief Investment Officer at Rockefeller Capital Management, a with 1588 employees, based in Atlanta Metropolitan Area, 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

This section adds company-level context without repeating Brian Nelson, Cfa's masked contact details.

*@rockco.com
71% confidence

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

View email format View company profile Management contacts
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

Company context helps verify the profile and gives searchers a useful next step.

Rockefeller Capital Management
Rockefeller Capital Management
Chief Investment Officer
Atlanta, GA, US
Website
rockco.com
Employees
1588
AeroLeads page
Company profile
View company profile Email format
7 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 process.• Led efficient and effective team meetings.• Helped facilitate the communications between analysts and portfolio managers. Fostered communication between other investment teams.• Approved all recommendations.• Coordinated sell side relations for team.• Mentored analysts on how to become great analysts. Developed and managed analyst measurement system. Wrote and delivered year-end reviews to all analysts.Industry, Company and Stock Analysis • Research coverage included the technology sector (Software, Internet, Hardware, Semiconductors and Services).• Outperformed for almost every rolling 3 and 5-year periods since 2004. Outperformed the benchmark by 1,400 bps and the next best performing team analyst by over 400 bps for the two-year period ending in 2018. • Authored regular buy recommendations, industry reports and ongoing company research and updates to the team.

Jul 2004 - Mar 2019
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 1588 employees →

MH Matthew Holbrook Matthew Holbrook Colleague at Rockefeller Capital ManagementStamford, Connecticut, United States View → AM Adi Mercado Adi Mercado Colleague at Rockefeller Capital ManagementParamus, New Jersey, United States View → JS Jaisen Shah Jaisen Shah Colleague at Rockefeller Capital ManagementEast Lansing, Michigan, United States View → MM Margaret Monahan Margaret Monahan Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View → NR Nora Rocha Nora Rocha Colleague at Rockefeller Capital ManagementAustin, Texas, United States View → SS Shay Scruggs Shay Scruggs Colleague at Rockefeller Capital ManagementCollege Station, Texas, United States View → FG Fei Gao Fei Gao Colleague at Rockefeller Capital ManagementBrooklyn, New York, United States View → GM Glenn Mealey Glenn Mealey Colleague at Rockefeller Capital ManagementSugar Land, Texas, United States View → MD Marshall Duane Marshall Duane Colleague at Rockefeller Capital ManagementBoca Raton, Florida, United States View → TM Tamila Miceli Tamila Miceli Colleague at Rockefeller Capital ManagementSan Francisco Bay Area, 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 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 Matthew Holbrook, Adi Mercado, Jaisen Shah, Margaret Monahan, and Nora Rocha.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Brian Nelson, Cfa you were looking for.

View similar profiles