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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 | 2023 | 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. | ||
Paul L. Brennan | Senior Vice President | 2011 | Сейчас |
Биография | Mr. Brennan manages a number of tax‑exempt fixed income portfolios at Nuveen. He began his career in the investment industry in 1991 as a municipal credit analyst for Flagship Financial before becoming a portfolio manager in 1994. Mr. Brennan joined the firm in 1997 when the firm acquired Flagship Financial. Previously, he audited mutual funds and investment advisors as a member of Deloitte & Touche’s audit group. Mr. Brennan graduated with a B.S. in Accountancy and Finance from Wright State University. He also holds the CFA designation and is a member of the CFA Institute. In addition, Mr. Brennan is a registered CPA (inactive) in the state of Ohio and a member of the American Institute of Certified Public Accountants. | ||
Cathryn Steeves | Vice President | 2006 | 2010 |
Биография | Ms. Steeves currently manages investments for 42 state-specific Nuveen-sponsored municipal bond funds. She has been Vice President of NAM since 2003 and was, previously, Assistant Vice President (2001-2003). | ||
Paul L. Brennan | Senior Vice President | 2003 | 2007 |
Биография | Mr. Brennan manages a number of tax‑exempt fixed income portfolios at Nuveen. He began his career in the investment industry in 1991 as a municipal credit analyst for Flagship Financial before becoming a portfolio manager in 1994. Mr. Brennan joined the firm in 1997 when the firm acquired Flagship Financial. Previously, he audited mutual funds and investment advisors as a member of Deloitte & Touche’s audit group. Mr. Brennan graduated with a B.S. in Accountancy and Finance from Wright State University. He also holds the CFA designation and is a member of the CFA Institute. In addition, Mr. Brennan is a registered CPA (inactive) in the state of Ohio and a member of the American Institute of Certified Public Accountants. | ||
Tom O'Shaughnessy | Portfolio Manager | 1998 | 2003 |
Биография | O'Shaughnessy joined Nuveen Advisory as a portfolio manager in 1991. Previously, he spent five years with John Nuveen & Company, first as a pricing analyst and then as a municipal underwriter. | ||
Richard A. Huber | Portfolio Manager | 1996 | 1998 |
Биография | Huber joined Flagship Financial in 1985 and began managing portfolios for the company in 1992. Prior to assuming his present position, he worked in the firm's marketing and credit-research departments. | ||
Michael S. Davern | vice president and Portfolio Manager | 1992 | 1996 |
Биография | Davern joined Nuveen Advisory as a vice president and portfolio manager in 1992. Previously, he spent three years as an assistant vice president and senior credit analyst with Van Kampen Merritt, and five years as a senior municipal analyst with FUJI Bank. Davern is a Chartered Financial Analyst and a member of both the National Association of Municipal Analysts and the Association for Investment Management and Research. | ||
Robert M. Ashbaugh | - | 1990 | 1992 |
Judith P. Greffin | - | 1987 | 1990 |
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