Alexander Nelson
Portfolio Manager-Fixed Income at City National Rochdale LLC
Network origin in Alexander Nelson first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSX: RY) in Canada. The firm was created when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high-net-worth individuals as well as to registered investment companies, a private fund and institutional clients.
68
| Subsidiary | Investment Managers | 68 |
Santa Clara University
59
| College/University | Other Consumer Services | 59 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alexander Nelson via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
Hotchkis & Wiley Capital Management LLC
 Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley Capital Management LLC (Hotchkis & Wiley) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded in 2001 and is a subsidiary of HWCap Holdings LLC, ultimately held by Warren A. Stephens Trust. They provide investment advisory services to institutional and individual investors. Hotchkis & Wiley is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Head-Fixed Income Invts Analyst-Fixed Income Analyst-Fixed Income | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
GetConnected, Inc.
 GetConnected, Inc. Information Technology ServicesTechnology Services GetConnected, Inc. provides software solutions and services. The firm allows customers to research, select, and purchase connectivity services, including broadband, wireless, digital and high definition cable video, and satellite TV. The company was founded by Sasha Novakovich and Tracy Lawrence in 1999 and is headquartered in Boston, MA. | Information Technology Services | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Private Equity Investor Corporate Officer/Principal Corporate Officer/Principal | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Gratitude Management LLC
 Gratitude Management LLC Investment ManagersFinance Gratitude Management LLC (Gratitude Railroad) is a venture capital firm founded in 2013 by Howard Fischer and Eric Jacobsen. The firm is headquartered in Park City, Utah. | Investment Managers | Private Equity Investor Chief Executive Officer | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Fairfield University | College/University | Undergraduate Degree Graduate Degree | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Mary's College (Indiana) | College/University | Undergraduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Arizona | College/University | Masters Business Admin Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Kellstadt Graduate School of Business | College/University | Graduate Degree Masters Business Admin | |
Hilltop Securities, Inc.
 Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
| Willamette University | College/University | Masters Business Admin | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Analyst-Equity | |
Jasper Ridge Partners LP (Private Equity)
 Jasper Ridge Partners LP (Private Equity) Investment ManagersFinance Jasper Ridge Partners LP /Private Equity/ is the private equity arm of Jasper Ridge Partners LP headquartered in the US, California. It was founded in 2013 by Mark Alan Wolfson. | Investment Managers | Private Equity Investor | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin | |
Smartleaf, Inc.
 Smartleaf, Inc. Packaged SoftwareTechnology Services Smartleaf, Inc. develops software and data services to financial institutions. It helps wealth management firms, banks, registered investment advisors and broker/dealers. The company was founded by John de Souza, Jim Taylor, Mark Nitzberg and Gerard Michael in 1999 and is headquartered in Cambridge, MA. | Packaged Software | Corporate Officer/Principal | |
Abbott Capital Management LLC
 Abbott Capital Management LLC Investment ManagersFinance Abbott Capital Management LLC (Abbott Capital Management) is a private equity firm founded in 1986 by Raymond L. Held and Stanley Edward Pratt. The firm is headquartered in New York, New York. | Investment Managers | Private Equity Analyst | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| Union College (New York) | College/University | Undergraduate Degree | |
Greentown Labs
 Greentown Labs Miscellaneous Commercial ServicesCommercial Services Greentown Labs operates as a community of climatetech and cleantech pioneers working to design a more sustainable world. The company was founded in 2011 and is headquartered in Somerville, MA. | Miscellaneous Commercial Services | Founder | |
| Babson College | College/University | Undergraduate Degree | |
Standard Chartered Bank (Los Angeles Branch)
 Standard Chartered Bank (Los Angeles Branch) Regional BanksFinance Part of Standard Chartered Plc, Standard Chartered Bank (Los Angeles Branch) is a company based in Los Angeles, CA. | Regional Banks | Corporate Officer/Principal |
Statistics
International
| United States | 50 |
Sectoral
| Finance | 25 |
| Consumer Services | 23 |
| Technology Services | 3 |
| Commercial Services | 2 |
Operational
| Corporate Officer/Principal | 135 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 75 |
| Portfolio Manager-Fixed Income | 51 |
| Director/Board Member | 44 |
Most connected contacts
| Insiders | |
|---|---|
| B. V. Jagadeesh | 33 |
| Matthew McDonald | 15 |
| Tom Y. Kuo | 14 |
| Mark A. Lund | 14 |
| Garrett Richard D'Alessandro | 13 |
| Anindya Chatterjee | 10 |
| William Douglas Black | 9 |
| Gregory Stanton Kaplan | 8 |
| Sean Johnson | 8 |
| Matt Peron | 8 |
| Samuel Saul White | 8 |
| Eros Resmini | 8 |
| Carl P. Coughlin | 8 |
| Jordan Krugman | 8 |
| Tom Galvin | 8 |
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