John Nelson, CFA

Senior Vice President

Equity Management


John Nelson is a senior vice president in Mesirow Financial’s Equity Management group. He serves as a research analyst and sustainability portfolio specialist for the small cap value & small-mid cap value strategies and provides coverage for the financial services sector.

John has more than 17 years of industry experience. Prior to joining Mesirow Financial in 2016, he was a director and research analyst for Fiduciary Management Associates, LLC, which was acquired by Mesirow Financial. Before that, he served as an equity research analyst and portfolio manager at Gofen and Glossberg as well as an equity research analyst at William Blair & Company.

John is a CFA® charterholder, member of the CFA Society of Chicago and the CFA Institute, and earned the FSA Credential from the Sustainability Accounting Standards Board. In addition, he provides significant contribution to the firm’s participation in the Big Shoulders Fund’s “Stock Market Program” which provides education on the concepts of investing to eighth grade students in the neediest areas of inner-city Chicago.

John earned a BA in political science and international affairs from the University of Nebraska and an MBA with dual concentration in finance and accounting from the Kelley School of Business at Indiana University.

 

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