Jim Nelson, Cfa
About Jim Nelson, Cfa
Jim Nelson, CFA, is the Director of Institutional Sales at Lazard Asset Management, a position he has held since 2020. He previously served as Vice President at State Street Global Advisors for 19 years.
Work at Lazard Asset Management
Jim Nelson has been serving as the Director of Institutional Sales at Lazard Asset Management since 2020. In this role, he is responsible for managing relationships with institutional clients and driving sales initiatives. His position is based in the San Francisco Bay Area, where he leverages his extensive experience in the financial services industry to enhance client engagement and expand the firm's market presence.
Previous Experience at State Street Global Advisors
Prior to his current role, Jim Nelson worked at State Street Global Advisors for 19 years, where he held the position of Vice President. During his tenure, he focused on institutional sales and client management, contributing to the growth and success of the organization. His long-standing experience in this capacity has equipped him with a deep understanding of the institutional investment landscape.
Education and Expertise
Jim Nelson studied Finance at the University of Richmond - Robins School of Business, where he earned a Bachelor of Science degree from 1997 to 2001. Additionally, he studied at The University of Queensland for 11 months in 2000. His educational background provides a strong foundation for his expertise in finance and investment management, which he applies in his professional roles.
Professional Credentials
Jim Nelson holds the Chartered Financial Analyst (CFA) designation, which signifies his proficiency and commitment to the field of investment management. This credential is recognized globally and demonstrates his expertise in financial analysis, portfolio management, and ethical standards in the finance industry.