برجاء استخدام كلمات أخرى للبحث
اسم | العنوان | منذ | حتى |
---|---|---|---|
Kristen M. DeJong | - | 2023 | الآن |
السيرة الذاتية | 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 | 2011 | الآن |
السيرة الذاتية | 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. | ||
Cathryn Steeves | Vice President | 2006 | 2010 |
السيرة الذاتية | 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 | 1999 | 2007 |
السيرة الذاتية | 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. | ||
Stephen S. Peterson | - | 1999 | 1999 |
السيرة الذاتية | Peterson is a portfolio manager of the company. | ||
J. William Norris | Vice President | 1986 | 1994 |
السيرة الذاتية | Norris worked in research and sales for John Nuveen & Company from 1952 to 1986, when he joined Nuveen Advisory Corporation as a portfolio manager. Currently a vice president, Norris describes himself as a value-oriented investor. He is a Chartered Financial Analyst. Norris was born September 7, 1929 in Amboy, Indiana. His interests include music, gardening, and jogging. |
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