NELSON CAPITAL - Key Persons
With a vast understanding of multiple business models and techniques, George is tasked with ensuring the risk parameters of the fund are upheld, and that the portfolio is invested where it has the highest likelihood of growth.
George's experience in finance, marketing and risk analysis uniquely qualify him to manage the portfolio according to our goals.
Robert Nelson, CPA, MBA
Managing Partner
Robert's time as a tax accountant has prepared him to assist the management in choosing the most tax efficient ways of investing as possible. With this knowledge, he is able to assist management and our clients with their personal tax needs.
His expertise in financial statements has also prepared him to understand business functions, allowing the management to truly understand the fundamental positioning of a company and assist the team in finding intrinsic value.