Check the background of registered investment professionals on FINRA's BROKERCHECK
- Portfolio Manager
Ms. Nelson joined City National Rochdale in 2006 and has over 20 years of professional experience in the investment industry. With a focus on managing portfolios customized to each client’s objectives and income needs, she is responsible for the analysis, selection and trading of tax-exempt bonds. Ms. Nelson is also responsible for management of the City National Rochdale California Tax Exempt Bond Fund.
Prior to joining City National, she was responsible for asset allocation research at U.S. Trust Company. Other past positions include Equity Trader at Hotchkis and Wiley Capital Management and Farmer’s Insurance Company as well as Performance Analyst at TSA Capital Management.
Ms. Nelson holds a BA in Economics from the University of California at Berkeley. Additionally, she holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. In her free time, Pam enjoys traveling and exploring Southern California’s hiking trails with her family and friends.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here