Phillip R. Nelson, CFA

Phillip joined NEPC in 2011 having been in the investment industry since 2002. Phillip is involved in NEPC's traditional markets research and due diligence activities, and covers the global fixed income, TIPS, LDI, and GAA asset classes.  In addition, Phillip assists the consultants with traditional manager searches and technical projects.  Phillip is a member of the Traditional Assets Due Diligence Committee.

Among his previous positions, Phillip spent over six years with Pinnacle West Capital Corporation, where he began as a Senior Analyst and was promoted to Manager of the Trust Investments department.  Phillip was responsible for overseeing $3 billion in assets for the Company’s Pension Plan, 401(k), OPEB, Nuclear Decommissioning Trust and Foundation.  Phillip has extensive experience with LDI strategies and implemented a liability driven investment theory for the Company’s Pension Plan in 2008. 

Prior to working at Pinnacle, Phillip worked at Yoshikami Capital Management as an Investment Analyst where he analyzed public companies and specific industries to determine the suitability of potential investments.  Phillip developed quantitative models for security and mutual fund selection and valuation models for a number of companies.

Phillip received his B.A. in Political Science from the University of California Irvine. Phillip also holds the Chartered Financial Analyst designation and is a Board Member of the Arizona Foundation for Blind Children.