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Daniel Nelson

Portfolio Manager for Perpetual Private’s ‘Australian Equities Responsible Investment Portfolio’

Daniel is the Portfolio Manager for Perpetual Private’s ‘Australian Equities Responsible Investment Portfolio’ and a senior investment analyst.
Daniel joined Perpetual in 2011 as a Research Analyst within Perpetual Private's Direct Equities team. He developed and subsequently launched the Responsible Investment Portfolio in 2015. He is also responsible for investment research of the Resources, Other Materials (building materials and chemicals), and Energy sectors. Daniel joined Perpetual after 4 years with Constellation Capital Management, a boutique funds manager, where he had responsibility for researching the Consumer Staples, Agriculture, Utilities and Telecommunications sectors. Prior to Constellation, Daniel worked for Hoyts Corporation where he was Group Accounting Manager responsible for financial reporting. Daniel is a CFA charter holder and holds a Bachelor of Science (Mathematics) and a Master of Commerce (Finance and Accounting), both from the University of Sydney. He has also completed the CFA Institute’s Certificate in ESG Investing.

Sessions with

Daniel Nelson

Moana Nottage
Daniel Nelson
Adam Carey MFP, MBA, F.Fin, B.Sc.
Jennifer Alonso
Caroline Scott
Jo Saleeba
Skye Macpherson
Jeffrey Hales
Simba Marekera
Mibu Fischer
Chris Newton
Monique Andrew
Anna Shelley
Dr Erin Kuo‑Sutherland ​​​
David Mullins
Jonathan Armitage
Nina Wilkinson
Charis Halliday
Nathan Fradley FChFP
Dugald Higgins
James Tayler
Amy Krizanovic
Ethan Kusch
Prof Deen Sanders OAM
Cath Bowtell
Dan Osusky
Sudip Hazra
Camille Goldstone-Henry
Carmen Leung
Clare Baldwin
Tom Moloney
Marcus Wilert
Colleen Raab Smith
Eric Nietsch
Jillian Reid
Lisa McLean
Nicole Forrester
Emma Herd
Dr Catherine Brown OAM
Michelle Di Fabio
Jackson Rowland
Kate O'Rourke
Justin Williams
Kate Turner
Laura Osmetti
Jodie Barns
Michael Clancy CFA GAICD
Thomas King OAM
Dean Parkin
Sue Brake
Allan James
Sunita Subramoniam
Benson Saulo
Shamir Popat
Jordan Kraiten
Michelle Baltazar
Damian Cottier
Dr Terri Janke
Chris Evans
Dr Helen Durham AO
Justin Medcalf
Liza McDonald
Rachel Elliott
Phil Vernon
Simon Smallchua
Lucas Kengmana
Amanda Barker
To be announced
Jeremy Hubbard
Bhanu Singh
Stanley Soosur
Måns Carlsson OAM
Karen McLeod
Warwick Schneller
Alexandra Brown
Justin Welfare
Heechung Sung
Brendan Bailey
Josh Gilbert
Guy Williams
Shalini Samuel GAICD
Nayanisha Samarakoon
Estelle Parker
Anirudha Nagar
Kado Muir
Claire Molinari
Jamie Lowe
Dr Donna Lopata
Dean Hegarty
Kim Farrant
Anson Chan
Rachel Alembakis
Stephanie Maier
Rick Alexander
Karen Mundine
David Russell
Dr James Cockayne
Erin Billman