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Michael Nelson, CFA®

Director, Senior Investment Consultant, City National Rochdale

Masterclass 6: Customizing Portfolio Management to Better Meet Comprehensive Wealth Planning Goals

Biases and panic create a huge problem for most investors. Learn about human biases and the best way to manage through biases to avoid money-losing moves. In this session, you will learn more about understanding biases and overcoming them to meet your long-term goals and objectives. Furthermore, City National Rochdale will touch on the value of combining portfolio construction and active management with Goals-Based Investing to increase the probability of reaching client goals.

Biography

Michael Nelson joined City National Rochdale in 2017 and has more than 17 years of experience in the financial services industry. Based in New York City, he is responsible for cultivating relationships in the New York area. Mr. Nelson most recently was employed with J.P. Morgan Investment Management Inc. as a client portfolio manager and executive director of the Multi-Asset Solutions Group. In this role he interfaced as a market strategist and product specialist with investment professionals and end-client investors, in support of business development, by communicating capital market insights and investment strategy for multi-asset class investment strategies. Mr. Nelson earned a BA in economics with a minor in communication arts from Allegheny College. He is a member of the New York Society of Securities Analysts.