Nelson Capital Management
Industry: Company
DescriptionFounded: 1974 Parent organization: Wells Fargo Investment Group, Inc.
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Nelson Capital Management Employees
Employee
Years
Job
Industry
Kimberly Ryan, CFA Kimberly Ryan, CFA's Nelson Capital Management Experience June 2013 - Present
Job Partner, Senior Portfolio Manager, Nelson Capital Management
Industry Investment Management
Experience
Nelson Capital Management June 2013 - Present
Wells Fargo, The Private Bank September 2001 - June 2013
PlanetRx August 1999 - January 2001
Alex. Brown June 1997 - July 1999
Skills
Asset Management, Equities, Investments, Financial Analysis, Asset Allocation, Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Equity Research, Portfolio Management, Mutual Funds
Education
University of Notre Dame 1993 — 1997
BBA, Finance, Government
Nelson Capital Management June 2013 - Present
Wells Fargo, The Private Bank September 2001 - June 2013
PlanetRx August 1999 - January 2001
Alex. Brown June 1997 - July 1999
Skills
Asset Management, Equities, Investments, Financial Analysis, Asset Allocation, Wealth Management, Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Equity Research, Portfolio Management, Mutual Funds
Education
University of Notre Dame 1993 — 1997
BBA, Finance, Government
Lisa Cooper, CFA Lisa Cooper, CFA's Nelson Capital Management Experience October 2009 - March 2014
Job Launching GLOBAL TALENT Idaho for skilled immigrants to reclaim careers
Industry Civic & Social Organization
Experience
Idaho Office for Refugees and Mountain States Group January 2014 - Present
Nelson Capital Management October 2009 - March 2014
Trillium Asset Management November 1999 - October 2009
Smith Barney Asset Management September 1993 - July 1999
March of Dimes 1992 - 1993
Council on Economic Priorities 1991 - 1992
Skills
Socially Responsible..., Portfolio Management, Asset Allocation, Management, Asset Managment, Fixed Income, Investment Strategies, Alternative Investments, Institutional..., Investments, Asset Management, Wealth Management, Investment Management, Equities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
California State Polytechnic University-Pomona 1985 — 1987
Bachelor's Degree, Business Administration
Oberlin College 1981 — 1983
Idaho Office for Refugees and Mountain States Group January 2014 - Present
Nelson Capital Management October 2009 - March 2014
Trillium Asset Management November 1999 - October 2009
Smith Barney Asset Management September 1993 - July 1999
March of Dimes 1992 - 1993
Council on Economic Priorities 1991 - 1992
Skills
Socially Responsible..., Portfolio Management, Asset Allocation, Management, Asset Managment, Fixed Income, Investment Strategies, Alternative Investments, Institutional..., Investments, Asset Management, Wealth Management, Investment Management, Equities
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
California State Polytechnic University-Pomona 1985 — 1987
Bachelor's Degree, Business Administration
Oberlin College 1981 — 1983
Brian Lan, CFA's Nelson Capital Management Experience August 2012 - Present
Job Investment Portfolio Manager at Nelson Capital Management
Industry Investment Management
Experience
Nelson Capital Management August 2012 - Present
Fifth Third Bank June 2011 - August 2012
Fifth Third Bank August 2009 - June 2011
Skills
PowerPoint, Analysis, Microsoft Excel, Research, Microsoft Office, Asset Management, Investment Research, Equity Research, Asset Allocation, Financial Planning, Credit Analysis, Risk Management, FactSet, Bloomberg Terminal
Education
University of Notre Dame 2005 — 2009
Bachelor of Science (B.S.), Science-Business, 3.66
Nelson Capital Management August 2012 - Present
Fifth Third Bank June 2011 - August 2012
Fifth Third Bank August 2009 - June 2011
Skills
PowerPoint, Analysis, Microsoft Excel, Research, Microsoft Office, Asset Management, Investment Research, Equity Research, Asset Allocation, Financial Planning, Credit Analysis, Risk Management, FactSet, Bloomberg Terminal
Education
University of Notre Dame 2005 — 2009
Bachelor of Science (B.S.), Science-Business, 3.66
Denice Sy Denice Sy's Nelson Capital Management Experience August 2012 - December 2012
Job Innovation Consultant at Fidelity Investments
Industry Financial Services
Experience
Institute for Business Innovations, Haas School of Business March 2013 - Present
GEV Magazine September 2011 - Present
University of California, Berkeley, Haas School of Business December 2013 - May 2014
Haas Undergraduate School of Business August 2012 - May 2014
Fidelity Investments August 2013 - January 2014
The Daily Californian February 2013 - May 2013
CampusAB November 2012 - May 2013
Nelson Capital Management August 2012 - December 2012
The San Francisco Book Review, The Sacramento Book Review September 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Fundraising, Social Media, Press Releases, Qualitative Research, Strategic Consulting, Environmental Consulting, Data Analysis, Peer Mentoring, Facebook, Blogging, Management, Public Relations, Teamwork, Advertising, Strategy, Marketing Communications, Business Strategy, English, Investments, Outlook, Event Management, Marketing Strategy, Retail, Sales, Team Leadership, Teaching, Editing, Social Networking, Photography, Social Media Marketing, Market Research, Marketing, Community Outreach, Wordpress, Event Planning, Entrepreneurship, Valuation, Analytics, Project Management, Leadership, Marketing Research, Analysis, WordPress, Spanish, Nonprofits
Education
Haas School of Business, UC Berkeley 2012 — 2013
Bachelor of Business Administration (B.B.A.), Cumulative GPA: 3.78/4.00
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), South and Southeast Asian Studies, Major GPA: 3.91/4.00; Cumulative GPA: 3.78/4.00
Skyline College 2010 — 2012
Business Administration - Prerequisites, Cumulative GPA: 3.81/4.00
Ateneo de Manila University 2009 — 2010
Business Management, Cumulative GPA: 3.07/4.00
St. Stephen's High School 2005 — 2009
Diploma, General Studies, High School
Institute for Business Innovations, Haas School of Business March 2013 - Present
GEV Magazine September 2011 - Present
University of California, Berkeley, Haas School of Business December 2013 - May 2014
Haas Undergraduate School of Business August 2012 - May 2014
Fidelity Investments August 2013 - January 2014
The Daily Californian February 2013 - May 2013
CampusAB November 2012 - May 2013
Nelson Capital Management August 2012 - December 2012
The San Francisco Book Review, The Sacramento Book Review September 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Fundraising, Social Media, Press Releases, Qualitative Research, Strategic Consulting, Environmental Consulting, Data Analysis, Peer Mentoring, Facebook, Blogging, Management, Public Relations, Teamwork, Advertising, Strategy, Marketing Communications, Business Strategy, English, Investments, Outlook, Event Management, Marketing Strategy, Retail, Sales, Team Leadership, Teaching, Editing, Social Networking, Photography, Social Media Marketing, Market Research, Marketing, Community Outreach, Wordpress, Event Planning, Entrepreneurship, Valuation, Analytics, Project Management, Leadership, Marketing Research, Analysis, WordPress, Spanish, Nonprofits
Education
Haas School of Business, UC Berkeley 2012 — 2013
Bachelor of Business Administration (B.B.A.), Cumulative GPA: 3.78/4.00
University of California, Berkeley 2012 — 2014
Bachelor of Arts (B.A.), South and Southeast Asian Studies, Major GPA: 3.91/4.00; Cumulative GPA: 3.78/4.00
Skyline College 2010 — 2012
Business Administration - Prerequisites, Cumulative GPA: 3.81/4.00
Ateneo de Manila University 2009 — 2010
Business Management, Cumulative GPA: 3.07/4.00
St. Stephen's High School 2005 — 2009
Diploma, General Studies, High School
Anthony Bradford Anthony Bradford's Nelson Capital Management Experience January 2011 - September 2014
Job I'm currently seeking a Analyst, Accounting Clerk, Banking or Investment Operations position
Industry Financial Services
Experience
Nelson Capital Management January 2011 - September 2014
Wells Fargo Bank December 2007 - December 2010
Burlington Coat Factory June 2006 - December 2007
Skills
Compliance, Teamwork, Research, Banking, Investments, Operations, Financial Analysis, Customer Service, Strategic Financial..., Analysis, Management, Time Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Accounting, Data Analysis, Finance, PowerPoint, Risk Management, Sales
Education
California State University-East Bay 2011 — 2016
Business Administration, Finance and Corporate Management, Senior
Laney College 2004 — 2007
AA & AS Degree, Liberal Arts & Social Science, Graduate
Mt. Eden High School 2000 — 2004
HS Diploma, HS Diploma, Graduate
Nelson Capital Management January 2011 - September 2014
Wells Fargo Bank December 2007 - December 2010
Burlington Coat Factory June 2006 - December 2007
Skills
Compliance, Teamwork, Research, Banking, Investments, Operations, Financial Analysis, Customer Service, Strategic Financial..., Analysis, Management, Time Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Accounting, Data Analysis, Finance, PowerPoint, Risk Management, Sales
Education
California State University-East Bay 2011 — 2016
Business Administration, Finance and Corporate Management, Senior
Laney College 2004 — 2007
AA & AS Degree, Liberal Arts & Social Science, Graduate
Mt. Eden High School 2000 — 2004
HS Diploma, HS Diploma, Graduate
Diane Vincent, M.A. Diane Vincent, M.A.'s Nelson Capital Management Experience February 1991 - November 1991
Job Communications, Networking, Advocacy
Industry Human Resources
Experience
As Safe As Possible 4 Kids June 1995 - December 2011
Fred Meyer Home Department October 2009 - January 2010
KeyLine Solutions February 1999 - June 2000
Hertz Rent-A-Car October 1996 - May 1998
Early Learning Institute November 1992 - February 1995
Nelson Capital Management February 1991 - November 1991
Skills
Research, Customer Service, Social Media, Social Networking, Sourcing, Market Research, Employee Relations, Interviewing, Full-cycle Recruiting, Office Administration, Project Coordination, Public Speaking, Customer Relations, Community Development, Interviews, Talent Acquisition, SDLC, Recruiting, Cold Calling, Temporary Placement, Training, Management, Marketing, Hiring, Budgets, Human Resources, Leadership
Education
San Jose State University 1988 — 1991
MA, Psychology
University of California, Irvine
BA, Psychology
As Safe As Possible 4 Kids June 1995 - December 2011
Fred Meyer Home Department October 2009 - January 2010
KeyLine Solutions February 1999 - June 2000
Hertz Rent-A-Car October 1996 - May 1998
Early Learning Institute November 1992 - February 1995
Nelson Capital Management February 1991 - November 1991
Skills
Research, Customer Service, Social Media, Social Networking, Sourcing, Market Research, Employee Relations, Interviewing, Full-cycle Recruiting, Office Administration, Project Coordination, Public Speaking, Customer Relations, Community Development, Interviews, Talent Acquisition, SDLC, Recruiting, Cold Calling, Temporary Placement, Training, Management, Marketing, Hiring, Budgets, Human Resources, Leadership
Education
San Jose State University 1988 — 1991
MA, Psychology
University of California, Irvine
BA, Psychology
Steve Philpott Steve Philpott's Nelson Capital Management Experience 1997 - 2005
Job Principal at Nelson Roberts Investment Advisors
Industry Investment Management
Experience
Nelson Roberts Investment Advisors 2005 - Present
Nelson Capital Management 1997 - 2005
San Francisco 49ers 1995 - 1997
Education
Santa Clara University 1993 — 1997
BA
University of San Francisco - School of Management 2000 — 2003
MBA
Nelson Roberts Investment Advisors 2005 - Present
Nelson Capital Management 1997 - 2005
San Francisco 49ers 1995 - 1997
Education
Santa Clara University 1993 — 1997
BA
University of San Francisco - School of Management 2000 — 2003
MBA
Audrey Spencer Audrey Spencer's Nelson Capital Management Experience 2006 - 2008
Job Resident Physician, Department of Surgery at Christiana Care
Industry Hospital & Health Care
Experience
Christiana Care Health System June 2015 - Present
Medical Oncology and Hematology Associates of Northern Virginia May 2012 - June 2014
Stanford University Medical Center 2010 - 2011
Emergency Medicine Scribe Systems 2009 - 2011
SFSU Health Professions Advisory Committee 2008 - 2010
MedAmerica 2008 - 2009
Nelson Capital Management 2006 - 2008
Morgan Stanley Smith Barney 2003 - 2006
Skills
Sales Management, Account Management, Operations Management, Healthcare Management, Clinical Research, Healthcare
Education
The George Washington University School of Medicine and Health Sciences 2011 — 2015
Doctor of Medicine (M.D.)
San Francisco State University 2008 — 2010
Pre-Health Professions
Occidental College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Christiana Care Health System June 2015 - Present
Medical Oncology and Hematology Associates of Northern Virginia May 2012 - June 2014
Stanford University Medical Center 2010 - 2011
Emergency Medicine Scribe Systems 2009 - 2011
SFSU Health Professions Advisory Committee 2008 - 2010
MedAmerica 2008 - 2009
Nelson Capital Management 2006 - 2008
Morgan Stanley Smith Barney 2003 - 2006
Skills
Sales Management, Account Management, Operations Management, Healthcare Management, Clinical Research, Healthcare
Education
The George Washington University School of Medicine and Health Sciences 2011 — 2015
Doctor of Medicine (M.D.)
San Francisco State University 2008 — 2010
Pre-Health Professions
Occidental College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sean Bricmont, CFA Sean Bricmont, CFA's Nelson Capital Management Experience December 2002 - March 2006
Job Managing Director, First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management March 2006 - Present
Brain Injury Network of the Bay Area (BINBA) July 2010 - Present
Nelson Capital Management December 2002 - March 2006
Skills
Asset Allocation, Portfolio Management, Alternative Investments, Financial Services, Wealth Management, Investment Management, Financial Planning
Education
The University of Chicago Booth School of Business 2007 — 2008
CPWA®, Chartered Private Wealth Advisor (SM)
Northwestern University 1998 — 2002
BA, Economics
Polytechnic 1994 — 1998
High School
Chartered Financial Analyst (CFA)
First Republic Private Wealth Management March 2006 - Present
Brain Injury Network of the Bay Area (BINBA) July 2010 - Present
Nelson Capital Management December 2002 - March 2006
Skills
Asset Allocation, Portfolio Management, Alternative Investments, Financial Services, Wealth Management, Investment Management, Financial Planning
Education
The University of Chicago Booth School of Business 2007 — 2008
CPWA®, Chartered Private Wealth Advisor (SM)
Northwestern University 1998 — 2002
BA, Economics
Polytechnic 1994 — 1998
High School
Chartered Financial Analyst (CFA)
Aram Choi, CFA's Nelson Capital Management Experience June 2014 - Present
Job Head Trader at Nelson Capital Management
Industry Financial Services
Experience
Nelson Capital Management June 2014 - Present
AssetMark June 2010 - June 2014
OceanView Capital; Prestige Capital November 2007 - May 2010
Great Point Capital August 2003 - November 2007
Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
Northwestern University
Bachelor's Degree
Nelson Capital Management June 2014 - Present
AssetMark June 2010 - June 2014
OceanView Capital; Prestige Capital November 2007 - May 2010
Great Point Capital August 2003 - November 2007
Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
Northwestern University
Bachelor's Degree
Scott Benner's Nelson Capital Management Experience February 2004 - Present
Job President at Nelson Capital Management
Industry Investment Management
Experience
Nelson Capital Management February 2004 - Present
Wells Fargo 1999 - 2006
Skills
Leadership, Wealth Management, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Asset Management, Series 7, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Fixed Income, Hedge Funds, Retirement Planning
Education
Santa Clara University - Leavey School of Business 1981 — 1982
Master of Business Administration (MBA)
California State University-Chico 1979 — 1981
Bachelor of Science (BS), Finance
Nelson Capital Management February 2004 - Present
Wells Fargo 1999 - 2006
Skills
Leadership, Wealth Management, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Asset Management, Series 7, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Fixed Income, Hedge Funds, Retirement Planning
Education
Santa Clara University - Leavey School of Business 1981 — 1982
Master of Business Administration (MBA)
California State University-Chico 1979 — 1981
Bachelor of Science (BS), Finance
Sandra Seymour's Nelson Capital Management Experience May 1997 - February 1998
Job Senior QA Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2005 - Present
Thomson Reuters November 2003 - October 2005
Noetix Corporation May 2002 - November 2003
Noetix Corporation March 2001 - May 2002
Noetix Corporation June 1998 - March 2001
Nelson Capital Management May 1997 - February 1998
Highland Digital April 1994 - January 1996
Accounting Solutions September 1995 - December 1995
Skills
Process Improvement, Quality Center, QTP, Outlook, Manual Testing, Test Cases
Education
Portland State University 2009 — 2012
Master's Degree, Education (Training and Development)
University of Phoenix 2007 — 2009
MBA
University of Phoenix 2004 — 2007
BSIT, Information Technology
Thomson Reuters October 2005 - Present
Thomson Reuters November 2003 - October 2005
Noetix Corporation May 2002 - November 2003
Noetix Corporation March 2001 - May 2002
Noetix Corporation June 1998 - March 2001
Nelson Capital Management May 1997 - February 1998
Highland Digital April 1994 - January 1996
Accounting Solutions September 1995 - December 1995
Skills
Process Improvement, Quality Center, QTP, Outlook, Manual Testing, Test Cases
Education
Portland State University 2009 — 2012
Master's Degree, Education (Training and Development)
University of Phoenix 2007 — 2009
MBA
University of Phoenix 2004 — 2007
BSIT, Information Technology
Linda Thurlow's Nelson Capital Management Experience 1987 - 1990
Job Accountant InterWest Partners
Industry Venture Capital & Private Equity
Experience
InterWest Partners 1990 - Present
Nelson Capital Management 1987 - 1990
Ironworks Restaurant 1980 - 1982
Skills
ADP Payroll - Pay eXpert, Benefits Administration, Health Insurance
Education
Montana State University-Bozeman 1967 — 1971
BS, English/Language Arts Teacher Education
InterWest Partners 1990 - Present
Nelson Capital Management 1987 - 1990
Ironworks Restaurant 1980 - 1982
Skills
ADP Payroll - Pay eXpert, Benefits Administration, Health Insurance
Education
Montana State University-Bozeman 1967 — 1971
BS, English/Language Arts Teacher Education
Cindy Buttitta's Nelson Capital Management Experience March 1982 - October 1987
Job Assistant Controller at Sigma Partners
Industry Venture Capital & Private Equity
Experience
Sigma Partners November 1995 - Present
Nelson Capital Management March 1982 - October 1987
Education
Santa Clara University 1977 — 1981
Bachelor of Arts (B.A.), Music History, Literature, and Theory
Sigma Partners November 1995 - Present
Nelson Capital Management March 1982 - October 1987
Education
Santa Clara University 1977 — 1981
Bachelor of Arts (B.A.), Music History, Literature, and Theory
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY