Profile
Mr. David R.
Nelson, CFA, is Private Wealth Advisor at HighTower Advisors LLC.
Mr. Nelson began his career in the financial services industry with Merrill Lynch Capital Markets in 1986, where he focused on institutional sales and trading serving 12th district banks.
In 1990, he joined Security Pacific Bank in New York City developing and marketing interest rate and currency derivative strategies for financial institutions.
In his next post at Bank of America, he represented the bank in its key correspondent relationships with money center and regional banks in New York City and the northeastern United States.
Mr. Nelson received his B.A.
in Cellular Biology from the University of California, Berkeley and an MBA in Finance and International Finance from Columbia University.
Former positions of David Richard Nelson
Companies | Position | End |
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Merrill Lynch Capital Markets | Corporate Officer/Principal | - |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | - |
Training of David Richard Nelson
University of California, Berkeley | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch Capital Markets | Finance |
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