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Brian Nelson, CFA

Company: Valuentum Securities

Website: www.valuentum.com

Twitter Feed: @ValuentumBrian

Email: brian@valuentum.com

Biography:
Brian Nelson, CFA, is the president of equity research and exchange-traded fund (ETF) analysis at Valuentum Securities. Before founding Valuentum in early 2011, Nelson worked as a director at Morningstar, where he was responsible for training and methodology development within the firm’s equity and credit research department. Nelson developed Morningstar’s discounted cash flow model used to derive the fair value estimates for the company’s entire equity coverage universe. He holds a bachelor’s degree in finance with a minor in mathematics and graduated magna cum laude from Benedictine University. Nelson earned an MBA from the University of Chicago Booth School of Business and is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

author Image Brian Nelson is the president of equity research and exchange-traded fund (ETF) analysis at Valuentum Securities. 

Recent Articles

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    AAII JOURNAL ● STOCK STRATEGIES,VALUE INVESTING ● May 2019