
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Kristen M. DeJong | - | 2023 | bây giờ |
Tiểu sử | 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 | bây giờ |
Tiểu sử | 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. | ||
Daniel J. Close | Senior Vice President | 2007 | bây giờ |
Tiểu sử | Dan is the lead portfolio manager for the firm’s taxable municipal strategies. He manages several state-specific municipal bond strategies, including Georgia, Kentucky, Michigan, North Carolina, Ohio and Tennessee, and related institutional portfolios. Dan also serves as portfolio manager for the inflation-protected strategy and national closed-end funds. Prior to his current position, he served as a research analyst covering the corporate-backed, energy, transportation and utilities sectors. Before joining the firm in 2000, he worked as an analyst at Banc of America Securities specializing in originating and structuring asset-backed securities. Dan received a BS in business from Miami University in Ohio and an MBA at the J.L. Kellogg School of Management at Northwestern University. He also holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the CFA Society of Chicago. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
Cathryn Steeves | Vice President | 2004 | 2007 |
Tiểu sử | 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). | ||
Daniel S. Solender | Director | 2003 | 2004 |
Tiểu sử | Mr. Solender is the lead portfolio manager of the municipal bond capabilities. Mr. Solender joined Lord Abbett in 2006 and was named Partner in 2008. His prior experience includes: Vice President and Portfolio Manager at Nuveen Investments; Principal and Portfolio Manager at Vanguard Group; Assistant Vice President and Portfolio Manager at Nuveen Advisory Corp.; Financial Analyst/Assistant Manager, Research and Product Development at Citibank. Mr. Solender received a BA from the University of Columbia and an MBA from the University of Chicago. He is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1987. | ||
Richard A. Huber | Portfolio Manager | 2001 | 2003 |
Tiểu sử | 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. | ||
Tom O'Shaughnessy | Portfolio Manager | 1998 | 2001 |
Tiểu sử | 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 | 1993 | 1998 |
Tiểu sử | 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. | ||
Robert M. Ashbaugh | - | 1987 | 1993 |
Judith P. Greffin | - | 1987 | 1987 |
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