Profile
Mr. Win P.
Nelson is a Managing Director at Wood Asset Management, Inc. He joined Wood Asset Management in March 2008 from Titanium's Sovereign Advisers, where he served as President and Chief Investment Officer of Sovereign Advanced Strategies from 2005 to 2008 and as Sovereign's Executive Vice President from 2000 to 2005.
He previously held leading positions with Madison Investment Advisors, Baird Asset Management, and Aon, a global consulting firm.
He has wealth of investment management experience.
He is the originator and lead manager of our Dynamic Risk Management (DRM) investment process, he leads the firm's on-going multi asset class research effort, and authors the DRM Quarterly Review & Opinion.
Mr. Nelson holds degrees from Hillsborough College and The University of Florida.
He has completed advanced study programs at The Wharton School, Harvard's Kennedy School of Government and a number of research projects with The Center for Research in Security Prices at the University of Chicago.
He earned the Certified Investment Management Analyst (CIMA) designation and was a contributing member of the Investment Management Consultants Association for more than a decade.
Former positions of Win P. Nelson
Companies | Position | End |
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Wood Asset Management LLC
Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Portfolio Manager-Equities | 2011-03-29 |
Sovereign Advisers LLC
Sovereign Advisers LLC Investment ManagersFinance Founded by Jeffrey Hines in 1994, Sovereign Advisers LLC is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Tel Aviv-based Ganden Holdings Ltd | Portfolio Manager-Fixed Income | 2010-08-30 |
Training of Win P. Nelson
University of Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Sovereign Advisers LLC
Sovereign Advisers LLC Investment ManagersFinance Founded by Jeffrey Hines in 1994, Sovereign Advisers LLC is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Tel Aviv-based Ganden Holdings Ltd | Finance |
Wood Asset Management LLC
Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Finance |
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