William Nelson
Chief Investment Officer at FINANCIAL GRAVITY COMPANIES, INC.
Profile
William Robert Nelson is the founder of Freedom Investment Management, Inc. (US), which was founded in 2003.
He held the title of Chief Investment Officer from 2003 to 2018.
Currently, Dr. Nelson is the Director & Chief Investment Officer at Financial Gravity Cos., Inc. since 2016 and the Chief Investment Officer at Financial Gravity Asset Management, Inc. since 2019.
He obtained a doctorate degree from George Mason University.
William Nelson active positions
Companies | Position | Start |
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FINANCIAL GRAVITY COMPANIES, INC. | Chief Investment Officer | - |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Chief Investment Officer | 2019-11-30 |
Former positions of William Nelson
Companies | Position | End |
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Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Founder | 2017-12-31 |
Training of William Nelson
George Mason University | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Listed companies | 1 |
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FINANCIAL GRAVITY COMPANIES, INC. | Finance |
Private companies | 2 |
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Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
Financial Gravity Asset Management, Inc.
Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a private company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters. | Finance |
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