James N. Nelson, III, CFA
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.