Profile
Ms. Pamela D.
Nelson, CFA, is a Portfolio Manager at RBC Rochdale LLC.
She joined the firm in 2006 and has over 25 years of professional experience in the investment industry.
With a focus on managing portfolios customized to each client’s objectives and income needs, she is responsible for the analysis, selection and trading of tax-exempt bonds.
She is also responsible for management of the City National Rochdale’s California Tax Exempt Bond Fund.
Prior to joining the firm, Ms. Nelson was responsible for asset allocation research at U.S.
Trust Company.
Other past positions include Equity Trader at Hotchkis and Wiley Capital Management and Farmer’s Insurance Company as well as Performance Analyst at TSA Capital Management.
She holds a BA in Economics from the University of California at Berkeley.
Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Pam Nelson active positions
| Companies | Position | Start |
|---|---|---|
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Analyst-Fixed Income | 10/09/2013 |
Former positions of Pam Nelson
| Companies | Position | End |
|---|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 09/09/2013 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2005 |
TSA Capital Management
TSA Capital Management Investment Trusts/Mutual FundsMiscellaneous Quantitative investment management | Corporate Officer/Principal | - |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley is a global investment manager committed to the principles of bottom-up, fundamental value research. The firm offers value equity strategies across the capitalization spectrum and expertise in high-yield credit. They focus on assessing the fundamental drivers of a company’s long-term value, not short-term performance. | Corporate Officer/Principal | - |
Training of Pam Nelson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable | Finance |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC Investment ManagersFinance Hotchkis & Wiley is a global investment manager committed to the principles of bottom-up, fundamental value research. The firm offers value equity strategies across the capitalization spectrum and expertise in high-yield credit. They focus on assessing the fundamental drivers of a company’s long-term value, not short-term performance. | Finance |
TSA Capital Management
TSA Capital Management Investment Trusts/Mutual FundsMiscellaneous Quantitative investment management | Miscellaneous |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
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