James Norman Nelson

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Profile

Mr. James N.
Nelson is Deputy CIO & Portfolio Manager at Herndon Capital Management LLC.
He is also one of the portfolio managers responsible for managing our Large Cap US Core Equity product.
Prior to joining Herndon Capital Management in 2011, Mr. Nelson was a Partner at McHugh Associates Inc. While at McHugh from 1999 through 2009, he co-managed a large cap equity strategy, which had more than $1.5 billion in assets under management at its peak at year end 2004.
During his time at McHugh, he was also a Senior Equity Analyst analyzing stocks in the Consumer, Financial, Health Care, Industrials, and IT sectors.
Prior to McHugh, he performed investment analysis at Cooke & Bieler, and the Ewing Marion Kauffman Foundation.
Mr. Nelson has earned a Bachelor of Arts in Economics from The College of Arts & Sciences of the University of Pennsylvania and a Master of Business Administration from The Wharton School of The University of Pennsylvania.
He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Former positions of James Norman Nelson

Companies	Position	End
McHugh Associates, Inc. McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research.	Director of Finance/CFO	-
Towers Perrin, Inc. Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Corporate Officer/Principal	-
Herndon Capital Management LLC Herndon Capital Management LLC Investment ManagersFinance Herndon Capital Management (HCM) uses traditional bottom-up fundamental analysis to identify securities for inclusion in client portfolios. The firm attempts to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced relative to the market. HCM employs both quantitative and qualitative screens to distinguish attractive, financially sound companies with strong management teams. The firm manages equity portfolios according to the following strategies: Large-Cap US Growth Equity, Large-Cap US Value Equity, Large-Cap US Core Equity, Large-Cap Core International Equity and Mid-Cap US Value Equity.	Chief Investment Officer	-
Ewing Marion Kauffman Foundation Ewing Marion Kauffman Foundation Investment Trusts/Mutual FundsMiscellaneous Owns and operates a foundation to encourage entrepreneurship and improve education	President	-
Cooke & Bieler LP Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific.	Analyst-Equity	31/05/1999

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Private companies	7
Cooke & Bieler LP Cooke & Bieler LP Investment ManagersFinance Cooke & Bieler is a domestic equity value manager that employs a “High Quality, Low Risk” long-term approach. The firm is an active, bottom-up manager who studies the fundamental characteristics of companies and the industries in which they operate to reach a conclusion on their quality and intrinsic value. Their security analysis also emphasizes research meetings and interviews with corporate management. They seek to take advantage of short-term but fixable problems, either industry-wide or company-specific.	Finance
McHugh Associates, Inc. McHugh Associates, Inc. Investment ManagersFinance McHugh seeks domestic, high-quality growth companies with superior management, consistent and predictable earnings growth, reasonable prices and a strong global presence. Companies must also dominate their industry or market niche, show impressive returns on invested capital, demonstrate superior operating margins and have a strong balance sheet. Their buy and hold philosophy has produced an excellent long-term record without incurring the extra costs of frequent transactions and taxes. Less than 1% of the companies McHugh screens meet the firm's investment standards. They invest in companies with: (1) better than 12% earnings growth (2) at least 15% ROE (3) consistent earnings increases (4) mid-to-large market cap and (5) more cash flow than needed to reinvest in the business. Companies are analyzed using proprietary research.	Finance
Towers Perrin, Inc. Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Commercial Services
Herndon Capital Management LLC Herndon Capital Management LLC Investment ManagersFinance Herndon Capital Management (HCM) uses traditional bottom-up fundamental analysis to identify securities for inclusion in client portfolios. The firm attempts to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced relative to the market. HCM employs both quantitative and qualitative screens to distinguish attractive, financially sound companies with strong management teams. The firm manages equity portfolios according to the following strategies: Large-Cap US Growth Equity, Large-Cap US Value Equity, Large-Cap US Core Equity, Large-Cap Core International Equity and Mid-Cap US Value Equity.	Finance
Ewing Marion Kauffman Foundation Ewing Marion Kauffman Foundation Investment Trusts/Mutual FundsMiscellaneous Owns and operates a foundation to encourage entrepreneurship and improve education	Miscellaneous
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The College of Arts & Sciences The College of Arts & Sciences Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services