Fall Regulatory Summit

Chris Nelson, CFA

Chris is the founder and President of Bond Investment Mentor, which provides investment training and mentoring services to community bankers. In addition, he is the host of the Bond Investment Mentor podcast, covering fixed-income securities and investment portfolio management topics for community financial institutions. Chris is also President of Nelson Capital Advisors, an investment advisory and consulting firm that specializes in working with community banks. Chris has been involved in banking and investments for more than 30 years, formerly serving as the Chief Investment Officer and Director of Finance & Treasury for a New England-based community bank. In addition to managing the bank’s investment portfolio as it grew from $200 million to more than $1 billion, he was responsible for supervising the bank’s financial operations relating to liquidity and funds management, asset/liability and interest rate risk management, loan and deposit pricing, hedging and derivative activities, and international services. Chris serves on the faculty at the Graduate School of Banking at Colorado and the Pacific Coast Banking School. He has also worked as an adjunct instructor for the University of Maine Business School and is a regular presenter and banking and investment conferences. Chris has an undergraduate degree in finance from Excelsior College and a graduate degree in finance from Cambridge College. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.