James N. Nelson, III, CFA
Associate Portfolio Manager
James Nelson is our Associate Portfolio Manager on our Large Cap Growth Strategy. James is also responsible for covering the Consumer Staples sectors.
Prior to joining Herndon Capital Management, James was a Partner at McHugh Associates Inc. While at McHugh from 1999 through 2009, he co-managed an approximate $1.5 billion large cap equity strategy and acted as a Senior Equity Analyst analyzing stocks in the Consumer, Financial, Health Care, and IT sectors. In addition to his co-management and research responsibilities during that time, he acted as the lead Portfolio Manager for high net-worth and institutional clients with combined assets over $100 million. Prior to McHugh, James held analytical positions at Cooke & Bieler, the Ewing Marion Kauffman Foundation, and Towers Perrin.
James earned a MBA from The Wharton School at the University of Pennsylvania and a Bachelor of Arts in Economics from The College of Arts & Sciences at the University of Pennsylvania. He also earned the Chartered Financial Analyst designation in 2004.