John Laurel Nelson
Analyst-Equity chez Mesirow Financial Investment Management, Inc.
Profil
Mr. John L.
Nelson, CFA MBA, is a Managing Director & Sustainability Portfolio Specialist at Mesirow Financial Investment Management, Inc. He serves as a research analyst and sustainability portfolio specialist for the small cap value & small-mid cap value strategies and provides coverage for the non-bank related companies within the financial services sector.
Prior to joining Mesirow Financial in 2016, Mr. Nelson was a director and research analyst for Fiduciary Management Associates, LLC, which was acquired by Mesirow Financial.
Before that, he served as an equity research analyst and portfolio manager at Gofen and Glossberg as well as an equity research analyst at William Blair & Company.
He earned a BA in Political Science and International Affairs from the University of Nebraska and an MBA with dual concentration in Finance and Accounting from the Kelley School of Business at Indiana University.
He is a CFA® charterholder and member of the CFA Society of Chicago and the CFA Institute.
Postes actifs de John Laurel Nelson
| Sociétés | Poste | Début |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Analyst-Equity | 01/04/2016 |
Anciens postes connus de John Laurel Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Management Associates LLC
 Fiduciary Management Associates LLC Investment ManagersFinance Founded in 1980, Fiduciary Management Associates LLC is a registered investment advisor located in Chicago, Illinois. The firm manages separate account portfolios for a national client base that includes public funds, Taft-Hartley funds, corporate pension funds, charitable organizations and high net-worth individuals. | Analyst-Equity | 01/04/2016 |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | 31/12/2013 |
William Blair & Co. LLC (Investment Management)
 William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Analyst-Equity | - |
Formation de John Laurel Nelson
| University of Nebraska | Undergraduate Degree |
| Kelley School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Finance |
Fiduciary Management Associates LLC
Fiduciary Management Associates LLC Investment ManagersFinance Founded in 1980, Fiduciary Management Associates LLC is a registered investment advisor located in Chicago, Illinois. The firm manages separate account portfolios for a national client base that includes public funds, Taft-Hartley funds, corporate pension funds, charitable organizations and high net-worth individuals. | Finance |
Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
