Robert Nelson, CFA

Director, Institutional

Team page robert nelson

About Robert

Bob drives the research and consulting efforts within Cerulli’s Institutional Asset Management practice, with a focus on insurance general accounts as well as corporate defined benefit (DB) plan research.

Prior to joining Cerulli Associates, Bob worked at Acadian Asset Management, where he led the firm’s Investment Writing group. In this role, he oversaw the firm’s Client Communications and RFP teams and was also responsible for helping disseminate the firm’s thought leadership. Bob started his career at Thomson Reuters, where he worked as a fixed-income market analyst and managed the firm’s municipal bond products.

Education

  • Boston College
    Bachelor of Science in Marketing
  • Northeastern University
    Master of Science in Innovation
  • CFA® charterholder and member of CFA Society Boston

Areas of Expertise

  • Institutional fixed Income
  • Municipal bonds
  • Institutional global equity
  • Active, factor-based quantitative equity

Learn More about the Institutional Practice

Cerulli’s Institutional team provides the industry with clarity to base well-grounded business decisions.

Learn More

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