Wallace A. Zellmer
Corporate Officer/Principal chez Nelson, Benson & Zellmer, Inc.
Profil
Mr. Zelmer began his career on Wall Street in 1963 where he served as assistant to the Chief Economist of J.P.
Morgan and Senior Security Analyst and Portfolio Manager for a leading mutual fund complex.
In 1971, he and his family moved to Colorado where he accepted the position of Senior Portfolio Manager for United Bank of Denver.
After joining Mr. Benson at First Trust Corporation in 1978, Mr. Zellmer co-founded Nelson, Benson & Zellmer Inc. in 1983.
Through the years, Mr. Zellmer has managed investment portfolios for some of the region’s largest foundations, pension plans and families and he brings that experience and expertise to all of the firm’s clients.
He is a graduate of Bradley University and is past President of the Denver Society of Security Analysts.
Postes actifs de Wallace A. Zellmer
| Sociétés | Poste | Début |
|---|---|---|
Nelson, Benson & Zellmer, Inc.
 Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Nelson, Benson & Zellmer, Inc. provides wealth management and trust services. Its services include portfolio management, policy development, fiduciary (trust) services, fiduciary tax preparation, financial counseling, asset allocation, charitable trust administration, performance measurement, custody services and family office services. The company was founded in 1983 and is headquartered in Colorado Springs, CO. | Corporate Officer/Principal | 01/01/1983 |
Anciens postes connus de Wallace A. Zellmer
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank West, NA (Denver, Colorado)
 Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 31/12/1977 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Analyst-Equity | 31/12/1970 |
Formation de Wallace A. Zellmer
| Bradley University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Nelson, Benson & Zellmer, Inc.
Nelson, Benson & Zellmer, Inc. Investment ManagersFinance Nelson, Benson & Zellmer, Inc. provides wealth management and trust services. Its services include portfolio management, policy development, fiduciary (trust) services, fiduciary tax preparation, financial counseling, asset allocation, charitable trust administration, performance measurement, custody services and family office services. The company was founded in 1983 and is headquartered in Colorado Springs, CO. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
