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Profil
Mr. Barclay D.
Nelson is a Founder at Birch Capital Management LLC.
He established Birch Capital Management in 2010, to continue a succession of family office investment management.
He has experiences in management consulting, portfolio analytics, and capital markets.
Mr. Nelson was previously employed as a Senior Analyst by Wachovia Securities Financial Network LLC and an Institutional Investment Performance Analyst by Boatmen's Trust Co. (Missouri).
He is a member of Dallas CFA Society; and is a Director of the Nelson Family Foundation, and The Margaret and Mary Nelson Family Foundation.
Postes actifs de Barclay D. Nelson
| Sociétés | Poste | Début |
|---|---|---|
Birch Capital Management LLC
 Birch Capital Management LLC Investment ManagersFinance Birch’s investment management service includes the portfolio management of domestic and foreign equity portfolios. Portfolios are separately managed and are invested directly into publicly traded stocks. Their tailored, active, and direct investment approach to wealth management contrasts significantly to packaged solutions that rely primarily on passive ETF’s, mutual funds, and one-size-fits-all models. The firm uses fundamental, and technical security analysis methods. | Directeur Général | 01/01/2010 |
Anciens postes connus de Barclay D. Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Analyst-Equity | 01/05/2002 |
Boatmen's Trust Co. (Missouri)
 Boatmen's Trust Co. (Missouri) Investment ManagersFinance Investment advisor | Corporate Officer/Principal | 01/12/1995 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Boatmen's Trust Co. (Missouri)
Boatmen's Trust Co. (Missouri) Investment ManagersFinance Investment advisor | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Finance |
Birch Capital Management LLC
Birch Capital Management LLC Investment ManagersFinance Birch’s investment management service includes the portfolio management of domestic and foreign equity portfolios. Portfolios are separately managed and are invested directly into publicly traded stocks. Their tailored, active, and direct investment approach to wealth management contrasts significantly to packaged solutions that rely primarily on passive ETF’s, mutual funds, and one-size-fits-all models. The firm uses fundamental, and technical security analysis methods. | Finance |
