Robert Nelson, CAIA, has extensive experience in investment research and private markets, having worked as an Associate Researcher at Summit Strategies Group and as a Lead Research Analyst in the Greater St. Louis Area. Robert served as a Portfolio Manager at Creighton University and later took on roles including Senior Investment Research Analyst and Senior Alternative Investments Specialist at Mercer in New York. Robert advanced to the position of Principal in Private Equity Investments, demonstrating a robust background in private equity and investment analysis. Robert holds a Bachelor of Science in Business Administration with concentrations in Financial Analysis and Marketing from Creighton University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices