Rick Nelson’s career as an investor spans portfolio management, client servicing and business oversight across all asset classes and most distribution channels.
Currently, Rick is Principal at Syzygy Advisors LLC, focused on consulting and the management of family assets. From 2011 to 2015 he served as Chief Investment Officer of Commonfund, the $25 billion manager-of managers providing traditional, hedge fund and private capital solutions primarily to Endowments & Foundations. Nelson focused on the Outsourced CIO platform and outcome-oriented solutions, which integrated client liability and operational objectives with asset allocation and manager selection. He chaired the Asset Allocation Committee as well as the Investment Policy Committee.
Prior to that, Rick served as Vice Chairman and CIO at ING Investment Management Americas, overseeing more than 300 people and $165 billion in General Account and external client institutional and retail assets. There he led the restructuring of Aeltus, Pilgrim, Furman Selz and ING IM investment divisions into an integrated platform and in addition to other successes built a top quartile set of fundamental equity research driven mutual funds, and the Multi-Asset Strategy & Solutions group. He served as a member of ING IM Management Committee, Insurance Americas Asset Liability Committee, and as a Director ING Mutual Funds.
Before assuming his ING role in 2003, Rick led 120 people with over $90 billion of active, fundamentally driven equity portfolios as Head of U.S. Equity and Managing Director at JP Morgan Investment Management.
Rick began his career as an investor at Bankers Trust, progressing from quantitative researcher to pension consultant to Head of Passive Investments, then Head of Global Quantitative Investments Group, spanning multiple asset classes, physical as well as derivative strategies.
Rick earned an MBA at the Booth School University of Chicago, as well a Bachelor of Science degree from the Wharton School, University of Pennsylvania. Rick has presented at numerous client conferences, appeared on business television, lectured in academic courses, and published articles.