For more than 18 years, Mr. Nelson has provided proactive guidance to ERISA and non‐ERISA plan fiduciaries with respect to risk management, asset allocation, manager analysis and investment policy design with Verus. In addition to working directly with multi-employer trusts and nonprofit clients, Mr. Nelson is a member of the 401(k) committee and the alternative investments committee, where he provides strategic direction to research staff on important issues affecting client portfolios. He is also a shareholder of the firm.
Mr. Nelson’s work on fiduciary constructs has brought the opportunity to speak at a wide array of industry conferences, where he has presented on topics including asset allocation, alternative investing, active vs. passive investing, and the challenges and potential benefits of opportunistic investing.
Mr. Nelson holds a bachelor of science (BS) in business administration from the University of Montana. He is a member of the International Foundation and the Western Benefits Pension & Benefits Conference.
