Rob Nelson

Rob Nelson

Market Strategist at Zhang Financial LLC

83 year
Finance
Health Services
Transportation

Profile

Mr. Robert W.
Nelson, CFA MBA, is a Senior Manager of Investment Strategy & Private Client Services at Zhang Financial LLC.
Mr. Nelson was previously employed as a Vice President & Portfolio Manager by 1st Source Corporation Investment Advisors, Inc., a Principal by Trinity Health System, a Portfolio Manager by MMA Capital Management, and a Principal by Holy Cross Health System Corp.
He also served on the board at SIRVA, Inc. He received his MBA from Clarkson University.

Rob Nelson active positions

CompaniesPositionStart
Market Strategist 2018-09-30
All active positions of Rob Nelson

Former positions of Rob Nelson

CompaniesPositionEnd
Portfolio Manager-Fixed Income 2014-11-30
Director/Board Member 2007-04-29
Portfolio Manager-Equities 2005-08-30
Corporate Officer/Principal 2000-07-30
Corporate Officer/Principal -
See the detail of Rob Nelson's experience

Training of Rob Nelson

Clarkson University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

50

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies6

Finance

Finance

Transportation

Health Services

Health Services

Finance

See company connections