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James Nelson

James N. Nelson, III

James N. Nelson, III, CFA

Portfolio Manager

James Nelson is Portfolio Manager with primary responsibility for Domestic Equity Strategies at Herndon Capital Management.

Prior to joining Herndon Capital, James was a Partner at McHugh Associates Inc.  While at McHugh from 1999 through 2009, he co-managed a large cap equity strategy.  During his time at McHugh, James was also a Senior Equity Analyst analyzing stocks in the Consumer, Financials, Health Care, Industrials, and IT sectors.  Prior to McHugh, James performed investment analysis at Cooke & Bieler, the Ewing Marion Kauffman Foundation, and Towers Perrin.

He has earned a Bachelor of Arts in Economics from The College of Arts & Sciences of the University of Pennsylvania and a Master of Business Administration from The Wharton School of  The University of Pennsylvania.  He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.