Rob Nelson
Market Strategist at Zhang Financial LLC
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
Companies | Position | Start |
---|---|---|
Zhang Financial LLC
Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Market Strategist | 2018-09-30 |
Former positions of Rob Nelson
Companies | Position | End |
---|---|---|
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source Corporation Investment Advisors, Inc. (1st Source CIA) is an investment advisor headquartered in South Bend, Indiana. The firm was founded in 2001 and they are a subsidiary of 1st Source Bank, which is owned by 1st Source Corp. (NASDAQ: SRCE). 1st Source CIA provides comprehensive investment management services for individuals, families, corporations, non-profit organizations and municipalities. | Portfolio Manager-Fixed Income | 2014-11-30 |
SIRVA, Inc.
SIRVA, Inc. TruckingTransportation SIRVA, Inc. engages in the provision of relocation services. It offers client, origin, destination, and ongoing services. The company was founded in 1928 and is headquartered in Oakbrook Terrace, IL. | Director/Board Member | 2007-04-29 |
Everence Capital Management, Inc.
Everence Capital Management, Inc. Investment ManagersFinance Everence Capital Management, Inc. (Everence) is an insurance firm and SEC-registered investment advisor headquartered in Goshen, Indiana. The firm was founded by the Mennonite Church in 1945 as MMA Capital Management. They are a subsidiary of Everence Holdings, Inc., which is owned by Everence Association, Inc., a fraternal benefit society. Everence provides portfolio management services to the Praxis Mutual Funds. | Portfolio Manager-Equities | 2005-08-30 |
Trinity Health System
Trinity Health System Hospital/Nursing ManagementHealth Services Trinity Health System provides health care services in Eastern Ohio through Trinity Medical Center East and Trinity Medical Center West. It offers patients behavioral medicine services, cardiac and physical rehabilitation, general medical, surgical, and women's health services. The company was founded in 1912 and is headquartered in Steubenville, OH. | Corporate Officer/Principal | 2000-07-30 |
Holy Cross Health System Corp.
Holy Cross Health System Corp. Hospital/Nursing ManagementHealth Services Holy Cross Health System Corp. provides hospital management services. | Corporate Officer/Principal | - |
Training of Rob Nelson
Clarkson University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
Everence Capital Management, Inc.
Everence Capital Management, Inc. Investment ManagersFinance Everence Capital Management, Inc. (Everence) is an insurance firm and SEC-registered investment advisor headquartered in Goshen, Indiana. The firm was founded by the Mennonite Church in 1945 as MMA Capital Management. They are a subsidiary of Everence Holdings, Inc., which is owned by Everence Association, Inc., a fraternal benefit society. Everence provides portfolio management services to the Praxis Mutual Funds. | Finance |
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source Corporation Investment Advisors, Inc. (1st Source CIA) is an investment advisor headquartered in South Bend, Indiana. The firm was founded in 2001 and they are a subsidiary of 1st Source Bank, which is owned by 1st Source Corp. (NASDAQ: SRCE). 1st Source CIA provides comprehensive investment management services for individuals, families, corporations, non-profit organizations and municipalities. | Finance |
SIRVA, Inc.
SIRVA, Inc. TruckingTransportation SIRVA, Inc. engages in the provision of relocation services. It offers client, origin, destination, and ongoing services. The company was founded in 1928 and is headquartered in Oakbrook Terrace, IL. | Transportation |
Holy Cross Health System Corp.
Holy Cross Health System Corp. Hospital/Nursing ManagementHealth Services Holy Cross Health System Corp. provides hospital management services. | Health Services |
Trinity Health System
Trinity Health System Hospital/Nursing ManagementHealth Services Trinity Health System provides health care services in Eastern Ohio through Trinity Medical Center East and Trinity Medical Center West. It offers patients behavioral medicine services, cardiac and physical rehabilitation, general medical, surgical, and women's health services. The company was founded in 1912 and is headquartered in Steubenville, OH. | Health Services |
Zhang Financial LLC
Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Finance |
- Stock Market
- Insiders
- Rob Nelson