In this month's episode, Zach and Vin are joined by Chris Nelson, Founder and President of Nelson Capital Advisors (and formerly of Bangor Savings Bank). 

Chris talks about his early days, which took him from the broadcasting booth to the Trust Department and ultimately into the CIO’s chair. Along the way, Chris shares some of his most valuable lessons regarding the importance of managing liquidity, the efficacy of the ALCO exercise, the pitfalls of “tunnel vision,” and what he calls “rear view mirror management.”

Chris also explains his current role as both advisor and educator for financial institutions. He reminds us that the bond market is not a “charitable organization” and that all investment decisions must be contemplated within the context of four critical questions. 

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