Brian Nelson, CFA®

Team Chief Investment Officer, Vice President

Brian Nelson is a Vice President at Rockefeller Capital Management and serves as the team’s Chief Investment Officer. Brian has over 30 years of experience in the financial services industry. Prior to joining Rockefeller in 2021, Brian was a Portfolio Manager and Director of Research for the Global Equities Team at Invesco since 2004. The assets Brian helped managed significantly outperformed indexes and peers over most long-term measurement periods. As well, he helped raise billions of dollars for the funds during his tenure. Brian was also a Portfolio Manager, securities analyst and team leader at Allianz Global Investors, Franklin Templeton and Chancellor Capital Management.

Brian is a Chartered Financial Analyst (CFA) and earned his bachelor’s degree in Business Economics from the University of California, Santa Barbara.