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Название | Заголовок | Год | До |
---|---|---|---|
Kristen M. DeJong | - | 2023 | Сейчас |
Биография | Kristen is a portfolio manager at Nuveen, responsible for managing taxable municipal fixed income strategies for customized institutional portfolios and closed-end funds.Kristen began her career in the investment industry in 2005 and joined the firm in 2008. Prior to her current role, she served as a senior research analyst for Nuveen’s municipal fixed income team, responsible for conducting credit analysis and providing trade recommendations for separately managed accounts. Previously, she worked as a research associate at Nuveen in the wealth management services area, where she provided research and developed reports on various topics involving retirement, tax and investment planning. Before joining the firm, she was a financial advisor at Ameriprise Financial.Kristen graduated with a B.S. in Business from Miami University in Ohio. She holds the CFA designation and is a member of the CFA Institute and the CFA Society of Chicago. Kristen is also a past president of the Chicago Municipal Analysts Society and a former board member of the National Federation of Municipal Analysts. | ||
Scott R. Romans | Senior Vice President | 2003 | Сейчас |
Биография | Scott manages several state-specific, tax-exempt portfolios, including the California Municipal Bond and the New York Municipal Bond Strategies. He also serves as portfolio manager for a number of closed-end funds. | ||
William Fitzgerald | Chief Investment Officer | 1998 | 2003 |
Биография | Investing in the Municipal Bond market since 1988. Former Chief Investment Officer of Nuveen Asset Management. Experience investing in public and private infrastructure. | ||
Steven J. Krupa | Portfolio Manager | 1990 | 1998 |
Биография | Steve manages separate accounts for the Municipal Fixed Income Team, focused primarily in the Northeast. Steve began his career in the financial services industry in 1979 when he joined the firm’s Municipal Research Department as an analyst. Prior to his current portfolio management role, he was the head of Municipal Trading Operations for Nuveen Asset Management for six years. In 1990, Steve moved over to Nuveen Asset Management as a mutual fund and closed-end fund portfolio manager. Previously, he was a municipal bond trader, responsible for trading the firm’s capital. As one of the company’s spokesmen on municipal market issues, Steve is often quoted in various financial publications, including Bloomberg News, Reuters, and The Bond Buyer. Steve received a B.A. in business from Illinois Benedictine College and an M.B.A. in finance from DePaul University. He is currently a member of the Chicago Municipal Analysts Society and was formerly a member of the Municipal Securities Rulemaking Board. | ||
Susan Kelty | - | 1986 | 1990 |
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