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SENIOR VICE PRESIDENT, SALES AND MARKETING
Mr. Nelson joined F-Squared Investments in December, 2007. Prior to F-Squared Investments, he was a principal with Smartleaf, Inc., responsible for managing the company’s sales and marketing activity. Smartleaf is an industry-leading technology firm providing in-house, web-based overlay services to financial institutions. Customers include US Bank Corp., SEI Investments, Compass Bank, and Sungard Advisor Technologies. During Mr. Nelson’s four year tenure at Smartleaf, the company grew from two clients and less than $50 million on the system to over 45 clients and in excess of $10 billion of assets on the system.
Prior to joining Smartleaf, Mr. Nelson spent three years as the first head of business development for Placemark Investments, a firm which provides outsourced overlay services to financial institutions. His background also includes senior positions at United Asset Management and Trans National Financial Services, in addition to tenure as a Vice President at Chase Manhattan Bank with the Real Estate lending group.
Mr. Nelson received a BA from Brown University and an MS Management from the Sloan School of Management at MIT.
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