Nelson Capital is proud to introduce our newest team member, Alexandra Kogler, who joined the firm as a Research Analyst in 2025.

Alexandra recently graduated from New York University with a Bachelor of Science degree in Business and Finance. Her strong academic background, analytical mindset, and passion for the financial markets make her an excellent addition to our investment team.

In her role at Nelson Capital, Alexandra’s primary focus is equity research for our core portfolio. She also contributes valuable perspectives on economic trends, market developments, and other timely topics that help support our investment process and client communications.

Outside of the office, Alexandra enjoys skiing, playing soccer, and spending time with family and friends.

When she’s not analyzing markets, Alexandra has a few unique hobbies and talents. She enjoys collecting wheat pennies, a passion that reflects her appreciation for history and attention to detail. She is also an accomplished skier with an unusual skill, she can ski on just one ski, a feat that requires exceptional balance, coordination, and confidence on the slopes.

Since joining the firm, Alexandra has quickly established herself as a dedicated and valuable member of the team. We are excited to have her on board and look forward to the knowledge, energy, and commitment she will bring to our clients and the firm for years to come.

Please join us in welcoming Alexandra to Nelson Capital.

The opinions expressed in this video are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. It is only intended to provide education about the financial industry. As always, please remember that investing involves risk of loss of principal and capital. Nelson Capital Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Advisory services are only offered to clients or prospective clients where Nelson Capital Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Nelson Capital Management, LLC unless a client service agreement is in place. Likes and dislikes are not considered an endorsement for our firm.