Rebecca Nelson is a Managing Director, the Chicago office City Leader, and the practice leader for the Valuation Advisory Services segment of Duff & Phelps in Chicago. She is part of the Financial Services industry practice and leads the Insurance Services industry sector. She has over 20 years of financial advisory experience assisting clients with financial and strategic planning; tax, audit and litigation support; transaction analysis, and fresh start accounting.

Rebecca joined the firm in conjunction with the merger of Standard & Poor’s Corporate Value Consulting (CVC) with Duff & Phelps (Duff & Phelps rebranded as Kroll in February 2021). Prior to the merger, Rebecca served as a manager at PriceWaterhouseCoopers Financial Advisory Services group and a senior associate at Arthur Andersen in their Central Region Consulting Offices.

Rebecca specializes in the valuation of businesses, intangible assets, and financial assets and liabilities. She has managed or participated in hundreds of advisory engagements that have included the valuation of common and preferred stock; debt securities; loan portfolios; derivative securities; indemnities and guarantees; contingent assets and liabilities; deferred revenue liabilities; accounts receivables and credit card receivables; and intangible assets. She has experience in the valuation of an array of intangible assets including: in-force insurance contracts; distribution networks; syndicate capacity; insurance licenses; advisory contracts; brokerage networks; technology; customer relationships; renewal rights; core deposit intangibles; mortgage servicing rights; credit card co-brand contract rights; non-competition agreements, and intellectual property, among others.

Rebecca received an MBA in finance, accounting, and international business from the University of Chicago and a BS in finance from the University of Illinois at Urbana-Champaign. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute, Investment Analyst Society of Chicago, and Business Valuation Association. In addition, Rebecca is an Accredited Senior Appraiser (ASA) and was elected as a Member-At-Large of the ASA Business Valuation Discipline Committee, taking office on July 1, 2021.

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Valuation Advisory

Valuation Advisory Services

Valuation and consulting for financial reporting; federal, state and local tax; investment; and risk management purposes.

Valuation Advisory Services
Valuation Services

Valuation Services

Objective valuations for financial reporting, tax and management planning purposes.

Valuation Services

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