Drew Nelson
Gestionnaire de Portefeuille-Actions chez Sentinel Trust Co.
Profil
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.
Postes actifs de Drew Nelson
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/07/2022 |
Formation de Drew Nelson
| Texas A&M University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
