A 25-year veteran of Wall Street, David Nelson is well known throughout the investment community as an on the line portfolio manager and Chief Strategist. As both a Chartered Financial Analyst and Chartered Market Technician, David brings both fundamental and technical tools to the investment process.

David is a well-known TV Personality from his frequent guest appearances on major media outlets including Fox Business, CNBC, and Bloomberg. His ‘rock to stocks’ transformation took the street by surprise as the media quickly picked up on his rock and roll history. Early in his career David joined and performed with some of the era’s most popular rock n’ roll artists including The Turtles, David Johansen and Nektar.