Nuveen Asset Management
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Nuveen Asset Management Employees
Nuveen Asset Management June 2002 - Present
American Express June 2000 - June 2002
Education
Gustavus Adolphus College 1996 — 2000
Bachelor of Science (BS), International Business & Japanese
Nuveen Asset Management December 1997 - Present
Skills
Research, Microsoft Excel, Data Analysis, PowerPoint, Investments, Market Research, Financial Analysis, Analysis, Asset Management, Business Analysis, Finance, Corporate Finance, Access, Risk Management
Education
DePaul University
Master of Music, Music Performance, General
Northwestern University
Bachelor of Music Education, Music
Nuveen Asset Management August 1987 - Present
Skills
Securities, Fixed Income, Mutual Funds, Asset Management
Education
Loyola University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Arts (B.A.), Economics
Nuveen Asset Management March 2014 - Present
Verifications, Inc. May 2013 - March 2014
Ameriprise Financial Services, Inc. April 2007 - September 2012
Ameriprise Financial Services, Inc. June 2006 - April 2007
Ameriprise Financial Services, Inc. October 1994 - June 2006
Skills
Copywriting, Web Content Management, Editing, Proofreading, Work Process Development, Communication strategy, Corporate Marketing, Building Relationships, Marketing, Marketing Communications, Strategic Communications, Corporate Communications, Content Management
Education
North Hennepin Community College 2013 — 2015
Associate of Arts (A.A.), Marketing
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Nuveen Asset Management March 2010 - Present
Williams-Sonoma, Inc. October 2006 - January 2012
We Energies November 2008 - December 2009
NOISE, Inc. August 2004 - June 2008
Wisconsin State Fair June 2003 - August 2003
Skills
Microsoft Office, Customer Service, Public Relations, Administration, Press Releases
Education
Marquette University 2000 — 2004
B.A., Public Relations, Marketing
Nuveen Asset Management June 2012 - Present
RBC GAM (U.S.) Inc. September 2010 - February 2012
RBC Global Asset Management (US) Inc. July 2008 - August 2010
RBC Global Asset Management (US) Inc. February 2003 - June 2008
Alliance Bernstein LP September 2000 - February 2003
Scudder Kemper Investments Inc. December 1999 - August 2000
Scudder Kemper September 1997 - November 1999
Murray Johnstone International October 1993 - August 1997
Murray Johnstone International June 1986 - September 1993
Skills
Portfolio Management, Client Portfolio Manager, Product Development, Equities, Equity Research, Equity Trading, New Business Development, Investment Solutions, Thought Leadership, Asset Allocation, Strategic Planning, Building Relationships, Team Building, Team Leadership, Report Writing, Presenter
Education
Heriot-Watt University 1989 — 1990
Stock Exchange Clerks Diploma, Economics/Finance
Bell College 1982 — 1986
Institute of Bankers Diploma, Finance, Economics and Accounting
Hunter High School 1977 — 1982
N/A, Mathematics, English, History, French, Chemistry, Arithmetic and Physics, O'Grade and Higher Grade Certificates
Nuveen Asset Management March 2013 - Present
Santa Barbara Asset Management November 2009 - February 2013
American Communications October 2008 - November 2009
Emerge Interactive Agency May 2007 - September 2008
Howard Capital Management February 2000 - March 2007
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Bloomberg, Asset Management, Fixed Income, Mutual Funds, Investment Management, Leadership, Securities, Management, Forecasting, Finance, Bloomberg Terminal, Financial Services, Budgets, Equity Research
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA
University of California, Santa Barbara 1995 — 1999
BA
Nuveen Asset Management July 2007 - Present
Summit Creek Advisors, LLC (spun out of Winslow Capital 2005) July 2005 - July 2007
Winslow Capital Management July 1999 - July 2005
Investment Advisers, Inc. October 1997 - June 1999
Skills
Equity Valuation, Due Diligence, Investment Strategies, Analysis, Corporate Finance, Project Management, Business Analysis, Research, Accounting, Investment Management, Securities, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research
Education
California State University-Fullerton 1995 — 1997
Master of Business Administration (MBA), Finance Emphasis
University of Utah 1985 — 1990
Bachelor's Degree, Business Administration, Management and Operations
CalPERS December 2013 - Present
Peridiem Global Investors April 2013 - November 2013
Minlam Asset Management August 2010 - November 2012
Pareto Partners, a BNY Mellon Company August 2006 - August 2010
Nuveen Asset Management December 2004 - August 2006
Bank of America Capital Management May 2000 - November 2004
Miller Tabak Roberts Securities, LLC January 1999 - April 2000
S&P November 1996 - January 1999
DAI, Inc. December 1995 - October 1996
Skills
Emerging Markets, Fixed Income, Asset Managment, Credit Analysis, Currency, Sovereign, Hedge Funds, Alternative Investments, Investment Strategies, Bonds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investment Management, Investment Banking, High Yield, Investments, FX Options, Bloomberg, Equity Research, Structured Products, Securities, Series 7, Trading, ETFs, Mutual Funds, Options, Credit Derivatives, Equity Valuation, Fund Of Funds, Valuation
Education
New York University 1994 — 1997
Graduate School of Arts and Sciences, Economics
Brandeis University 1987 — 1991
BA, Economics
Nuveen Asset Management November 2013 - Present
Cutwater Asset Management August 1999 - November 2013
Thomson Financial August 1998 - August 1999
Skills
Asset Management, Liability Driven..., Customized Strategies, Product Specialist, Investment Strategies, Investment Management, Asset Allocation, ALM, Asset Managment, Fixed Income, Hedging, Investments, Structured Finance, Financial Modeling, Financial Structuring, Treasury Management, Bonds, LDI, Capital Markets, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
Bachelor of Arts (BA), Economics
Peridiem Global Investors, LLC January 2011 - Present
Nuveen Asset Management August 2004 - April 2011
Banc of Amercia Capital Asset Management June 1997 - April 2004
Lazard Freres 1995 - 1997
Lehman Brothers 1990 - 1995
PaineWebber 1988 - 1990
Skills
Portfolio Management
Education
UCLA Anderson School of Management 2000 — 2003
MBA, Finance
Rensselaer Polytechnic Institute 1984 — 1988
Nuveen Asset Management January 2011 - Present
FAF Advisors (acquired by Nuveen Asset Management) January 2001 - December 2010
FAF Advisors (acquired by Nuveen Asset Management) June 1998 - December 2000
OLDE Discount May 1997 - May 1998
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Series 63, Equities, Hedge Funds, Fixed Income, Sales Process, Institutional..., Institutional Sales, Public Speaking, Public Finance, Qualified Retirement..., Client Development, Client Relations Skills, Client Education, Networking, Retirement, Finance, Financial Services
Education
University of St. Thomas - Opus College of Business 2001 — 2007
M.B.A, Business Management
Saint John's University 1994 — 1997
BA, Business Management
Nuveen Asset Management January 2011 - Present
Skills
Investments, Fixed Income, Bonds, Asset Management, Trading, Bloomberg, Mutual Funds, Financial Modeling, Portfolio Management, Valuation
Education
University of Minnesota - Carlson School of Management 1998 — 2001
MBA
Carleton College 1988 — 1992
BA
Nuveen Asset Management 2010 - Present
FAF Advisors August 2007 - Present
Skills
Factset, Small Cap
Education
University of Minnesota - Carlson School of Management 1987 — 1991
Nuveen Asset Management February 2006 - Present
St. Paul Companies October 1994 - March 2004
Skills
Investments, Asset Managment, Financial Modeling, Portfolio Management, Equity Research, Equities, Asset Allocation, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1981 — 1984
MBA, Finance
Nuveen Asset Management July 2004 - Present
Education
Sewanee-The University of the South 1991 — 1995
BS, Physics, Economics
Royal College 1982 — 1989
Nuveen Asset Management July 2011 - Present
Huber Capital Management October 2010 - June 2011
Trust Company of the West June 2010 - September 2010
Wasatch Advantage Group 2006 - 2009
Skills
Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Investment Management, Mergers & Acquisitions, Asset Allocation, Investment Strategies, Securities, Finance, DCF, Analysis, Bonds, Financial Structuring, Credit, Valuation
Education
University of Southern California - Marshall School of Business 2009 — 2011
Full Time MBA, Finance and Investment Management
Brigham Young University 2000 — 2005
BA, Economics
Nuveen Asset Management 2012 - Present
Nuveen Asset Management 2004 - 2012
Harvard University 2003 - 2004
Education
Carleton College
Bachelor's degree
The University of Chicago
Doctor of Philosophy (Ph.D.)
The University of Chicago
Master's degree
Nuveen Asset Management March 2012 - Present
Piper Jaffray July 2002 - February 2012
United Technologies November 1999 - August 2000
HCL Perot Systems November 1996 - October 1999
HCL Infosystems Ltd October 1995 - October 1996
Education
Harvard Business School 2000 — 2002
MBA
University of Madras 1989 — 1992
B Com
Nuveen Asset Management January 2011 - Present
US Bank April 2004 - May 2011
M&I Investment Management Corp. June 1998 - April 2004
Education
The University of Chicago 1992 — 1995
MBA, finance, accounting
University of Michigan 1984 — 1988
BBA, finance, accounting
Nuveen Asset Management May 2006 - Present
Deephaven Capital Management 1999 - 2006
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Finance
University of St. Thomas 1982 — 1986
BA, Finance
Nuveen Asset Management May 2006 - Present
Nuveen Investments August 2000 - June 2006
The Coca-Cola Company June 1994 - October 1996
Deloitte & Touche August 1991 - June 1993
Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Risk Management, Credit, Mutual Funds, Financial Analysis, Asset Managment, Corporate Finance, Investment Management, Capital Markets, Analysis, Asset Management, Due Diligence, Financial Risk, Accounting
Education
University of Houston 1993 — 1994
MS, Accounting
Auburn University 1986 — 1991
BS, Accounting
Nuveen Asset Management July 2014 - Present
Nuveen Investments September 2011 - July 2014
Mercer Investment Consulting September 2006 - September 2011
Hewitt Associates October 2005 - September 2006
Skills
Equities, Investments, Asset Allocation, Portfolio Management, Financial Modeling, Risk Management, Mutual Funds, Due Diligence, Analysis, Financial Risk, Data Analysis, Management, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Management, Investment Strategies, Series 7, Bloomberg, Capital Markets, Valuation, Institutional..., Derivatives, Equity Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSF, Finance and Investment Related Topics
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
Northeastern Illinois University 2002 — 2005
BS, Business Management
First Trust Advisors July 2011 - Present
Nuveen HydePark Group, LLC May 2010 - February 2011
Nuveen HydePark Group, LLC September 2007 - May 2010
Nuveen Asset Management May 2004 - August 2007
Lotsoff Capital Management August 1993 - April 2004
Skills
Asset Management, Equities, Fixed Income, Bloomberg, Portfolio Optimization, Financial Modeling, Hedging, Derivatives, Trading Systems, Portfolio Management, Mutual Funds, Hedge Funds, Investments, Investment Strategies, Risk Management, Asset Allocation, Quantitative Finance, Alternative Investments, Options, Investment Management, ETFs
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1991
BS, Materials Engineering / Ceramics
Nuveen Asset Management January 2011 - Present
FAF Advisors/ First American Funds January 2008 - December 2010
Ameriprise Financial November 2006 - December 2007
Education
The University of North Dakota
BBA, Financial Management
University of St. Thomas - Opus College of Business
MBA
Peridiem Global Investors 2011 - June 2015
Nuveen Asset Management 2007 - 2011
OWB 2004 - 2008
Bank of America, Capital Management 2001 - 2004
Skills
Fixed Income, Trading, Capital Markets, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Hedge Funds, Alternative Investments
Education
California State University-San Francisco
Master of Arts (M.A.), English Language and Literature, General
University of California, Riverside
Bachelor of Business Administration (BBA)
Nuveen Asset Management Senior Research AnalystNuveen Asset Management1995 - Present
Education
Loyola University Chicago
Nuveen Asset Management 2013 - Present
Nuveen Investments 2010 - 2013
Rittenhouse Asset Management/Nuveen Investments 2005 - 2010
Delaware Investments 1993 - 2005
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
Master of Business Administration (M.B.A.), Finance
Lafayette College 1976 — 1980
Bachelor of Arts, International Affairs, Summa cum laude