![Kent Eric Nelson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kent Eric Nelson
Fondateur chez
Avior Wealth Management LLC
Profil
Mr. Kent E.
Nelson is a Wealth Advisor at Avior Wealth Management LLC.
He is also a co-founder.
In addition to serving the planning needs of his clients, he also manages and advises on fixed income investments for institutional clients.
He is responsible for the day-to-day operations management and is our firm’s designated Chief Compliance Officer.
He brings over 30 years of experience to firm investment committee.
Mr. Nelson was previously employed as a Vice President by Merrill Lynch Investment Managers, Inc.
He graduated from the University of Nebraska at Omaha with a Bachelor of Science degree in Finance.
Postes actifs de Kent Eric Nelson
| Sociétés | Poste | Début |
|---|---|---|
Avior Wealth Management LLC
 Avior Wealth Management LLC Investment ManagersFinance Avior uses fundamental analysis and both long-term and short-term purchases when considering investment strategies and recommendations for clients. | Fondateur | 04/12/2008 |
Anciens postes connus de Kent Eric Nelson
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Corporate Officer/Principal | - |
Formation de Kent Eric Nelson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
Avior Wealth Management LLC
Avior Wealth Management LLC Investment ManagersFinance Avior uses fundamental analysis and both long-term and short-term purchases when considering investment strategies and recommendations for clients. | Finance |
