Thomas Nelson, CFA, CAIA

Tom Nelson is a senior vice president and head of market strategy for Franklin Templeton Investment Solutions (FTIS).

In his role, he serves as the co-chair of the team’s Investment Strategy and Research Committee, helps set overall portfolio strategy for FTIS’s asset allocation and is a portfolio manager for numerous funds and model portfolios offered for sale in various jurisdictions. Specific portfolio responsibilities include management of FTIS’s US target risk, target date, 529, and model portfolios in the United States, as well as several custom institutional portfolios globally.

Most recently, Mr. Nelson was the co-head of investment research where he was responsible for oversight of FTIS asset allocation research, manager and factor research teams and previously head of asset allocation portfolio management for FTIS. Mr. Nelson joined Franklin Templeton in 2007, where he co-founded the firm's quantitative research services group before moving to FTIS in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a Bachelor of Science degree in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.