Cima® Scott Nelson

Scott Nelson, CIMA®, has over 17 years of experience in the financial industry. Scott began their career in 2003 as a Financial Consultant at Wells Fargo Advantage Funds / Strong Capital Management. In this role, they provided financial advice to clients. In 2005, they joined Goldman Sachs Asset Management as an Associate, where they worked until 2007. During this time, they gained experience in asset management. Since November 2007, Scott has been employed at Artisan Partners as a Director - National Accounts. In this position, they work with centralized research groups at various broker dealers, meeting with home office research contacts and investment analysts to explore potential opportunities for mutual funds utilization in fee-based programs. Scott has extensive experience in national accounts and key accounts and has developed strong relationships within the industry.

Scott Nelson, CIMA®, obtained a Bachelor's degree in Business with a focus on Finance from Miami University from 1999 to 2003. Scott also participated in a Summer Study Abroad Program at Regent's College in London, England in 2001. In 2013, they obtained the CIMA certification from the IMCA and the Certified Investment Management Analyst® (CIMA®) certification from the Investments & Wealth Institute. Additionally, they have certifications in Series 7 and Series 63 from FINRA, although the specific dates are not provided.