Speaker

F. Barry Nelson
Partner
Advent Capital Management, LLC


Barry Nelson, CFA, has a broad research and portfolio management background in convertible securities, equities and bonds. During 17 years as a Senior VP of Advent Capital Management, Barry contributed to the creation, management and marketing of various convertible strategies, and assets under management grew from under $100 million to several billion dollars. He joined Advent as a Portfolio Manager in 1996 and continues to serve the firm as a consultant since retiring in 2013.

Barry began his investment career in 1972 at Value Line, where he rose from Analyst Trainee to Portfolio Manager. He served in the US Army in Europe and is a member of the Veterans Roundtable of the CFA Society of New York. Barry earned an MBA in Finance at St John's University and a BA in Psychology at New York University.