Drew Nelson
Portfolio Manager-Equities at Sentinel Trust Co.
Profile
Mr. Drew K.
Nelson is an Associate Portfolio Manager & Vice President at Sentinel Trust Co. He is responsible for managing multi-asset class client investment portfolios and internally and externally managed Sentinel Trust investment vehicles.
He contributes directly to support all aspects of portfolio management.
Mr. Nelson joined Sentinel Trust with an educational background in accounting and finance and professional experience in public accounting and investment management firms.
His experience includes valuation, compliance, due diligence, and building out operational efficiencies at investment managers.
Mr. Nelson is a Certified Public Accountant and is a CFA charterholder.
Drew Nelson active positions
| Companies | Position | Start |
|---|---|---|
Sentinel Trust Co.
 Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Portfolio Manager-Equities | 30/06/2022 |
Training of Drew Nelson
| Texas A&M University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust Co. is an independent wealth management firm headquartered in Houston, Texas. The firm was founded in 1997 by the Flowers and Fruehauf families by combining their complementary strengths—real estate, oil and gas, and public and private equities for the Flowers family; hedge funds and private equity for the Fruehauf family—and administration of complex wealth planning structures by both families, they would be able to attract top professionals to serve them as well as other similarly situated families. Sentinel Trust provides individualized investment management and trust administration services to very high net-worth families. | Finance |
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