Ross Nelson is a Managing Director and Partner at SP Financial Group | Arkadios Capital, a role held since 2018. They provide independent fixed-income support to independent RIAs, including portfolio construction, implementation, and ongoing monitoring of accounts and holdings, with a focus on individual bond portfolios and closed-end funds. They previously served as Vice President, Investments at SP Financial Group of Raymond James from 2011 to 2018. Ross Nelson earned a BA in Finance from Samford University in 2004.
Location
Atlanta, United States
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