Jason Nelson
Gestionnaire de Portefeuille-Actions chez Parametric Portfolio Associates LLC
Profil
Jason Harlan Nelson is a Senior Portfolio Manager at Parametric Portfolio Associates LLC.
He previously worked as an Equity Analyst at Bell Bank and as a Financial Analyst at Marquette Asset Management LLC.
He also served as an Investment Analyst at The Clifton Group Investment Management Co. Mr. Nelson graduated from Minnesota State University-Mankato in 2008 with an undergraduate degree.
Postes actifs de Jason Nelson
| Sociétés | Poste | Début |
|---|---|---|
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Gestionnaire de Portefeuille-Actions | 01/01/2014 |
Anciens postes connus de Jason Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Marquette Asset Management LLC
 Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Analyst-Equity | - |
The Clifton Group Investment Management Co.
 The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Analyst-Equity | - |
Bell Bank (Fargo, North Dakota)
 Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Analyst-Equity | - |
Formation de Jason Nelson
| Minnesota State University-Mankato | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Finance |
The Clifton Group Investment Management Co.
The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Finance |
Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |