Principal & Founder,
Nelson Roberts Investment Advisors
Brian Roberts is a Founder and Principal at Nelson Roberts Investment Advisors. His career in the financial services industry has spanned more than 15 years, during which he has performed roles in security research, private client services and firm management. Prior to founding Nelson Roberts Investment Advisors, Brian was a partner at Nelson Capital Management through its acquisition by Wells Fargo Bank.
He holds both a Masters of Business Administration (MBA) and a Bachelor of Science degree in Finance from Santa Clara University. Brian has taught courses in Ethics and Investments & Equity Analysis as a lecturer for the St. Mary’s College Masters of Science in Financial Analysis and Investment Management (MS-FAIM) program. Brian holds the designation of Chartered Financial Advisor (CFA), is a member of the CFA Institute, and serves on the Santa Clara University Leavey School of Business Advisory Board.
BSC '94 (Finance), MBA '01
Joined Board: 2008