Nielsen Fields

Nielsen Fields is Vice President and Portfolio Manager at Whittier Trust Company, based in San Clemente, California. In this role, he is responsible for managing investment portfolios and providing tailored asset management solutions for high-net-worth individuals and families. His work emphasizes the construction and oversight of multi-asset portfolios, with a particular focus on public equities, fixed income, and alternative investments relevant to affluent clients’ complex needs.

Prior to joining Whittier Trust, Nielsen served as Portfolio Manager and previously as Securities Analyst at First Foundation Inc., where he gained extensive experience in equity research, portfolio strategy, and risk management from 2017 to 2023. Over his career, he has specialized in sectors such as U.S. and global equities, fixed income, and diversified multi-asset class allocations for private clients and institutions.

Nielsen holds an MBA from Columbia Business School and a BS in Business Administration with a specialization in Finance from Colorado State University. He is a CFA® charterholder and recognized for his commitment to disciplined, research-driven investment approaches and for his robust contributions to client-centric portfolio management within the private wealth and family office sector.