Nielsen Fields

Nielsen Fields, CFA has worked in various roles and companies throughout their career. Nielsen started their career at Summit Global Management as a Co-Portfolio Manager & Senior Analyst from February 2007 to July 2015. Following that, they had an internship at Headlands Capital Advisors, LLC from June 2016 to August 2016. Nielsen then joined First Foundation Inc. as a Securities Analyst from September 2017 to December 2021, and later became a Portfolio Manager from January 2022 to May 2023. Currently, Nielsen is working at Whittier Trust Company as a Vice President in Portfolio Management, starting from June 2023.

Nielsen Fields, CFA completed a Master of Business Administration (M.B.A.) with a focus on Value Investing Program from Columbia Business School between 2015 and 2017. Prior to that, Fields obtained a Bachelor of Science in Business Administration with a specialization in Finance from Colorado State University from 2003 to 2006. Fields also holds the Chartered Financial Analyst (CFA) certification from the CFA Institute.