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Chief Investment Officer
Dr. William R. Nelson is an expert in asset management and the associated technology. As the Co-founder and Chief Investment officer of EQIS for over a decade, he was instrumental in the development of technology including their proposal generation system, reporting system, and Mutual Fund Stress Test. He also oversaw the due diligence of outside money managers and was the primary manager of the EQIS portfolios. Dr. Nelson's acclaimed original research has been published in the American Economic Review, De Paul Journal of Health Care Law, The International Conference on Information Technology ITCC 2004 Proceedings, the Journal of Economic Behavior and Organization, Latin American Finance and Capital Markets, the Latin American Law and Business Report, and Public Choice, among others. He also co-authored Mutual Funds Exposed, an Amazon Best Seller, with Dr. Kenneth A. Kim. Dr. Nelson’s broad range of academic excellence and industry experience sets him apart from most investment professionals. Few have like him interned at a wire house, floor traded futures on the Chicago Board of Trade, earned a PhD (economics from George Mason University), published in top economics journals, founded a company, designed software, performed due diligence on hundreds of money managers, simultaneously managed several dozen separately managed account strategies, and overseen over $2 billion in assets. These experiences along with an inherently critical yet creative mind allow him to provide a divergent and often useful perspective.