Profil
Gordon Levi Nelson formerly worked at Merrill Lynch & Co., Inc., as Principal in 2002 and Keystone Wealth Advisors LLC, as Portfolio Manager from 2011 to 2023.
Mr. Nelson received his graduate degree from Utah State University.
Ehemalige bekannte Positionen von Gordon Levi Nelson
| Unternehmen | Position | Ende |
|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Vorstandsvorsitzender | 01.02.2023 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.12.2002 |
Ausbildung von Gordon Levi Nelson
| Utah State University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
