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Name | Titel | Seit | Bis |
---|---|---|---|
Dan Roberts | Managing Director | 2022 | Aktuell |
Biografie | Dan is an active research analyst for Nuveen's equities team and serves as portfolio manager for an international strategy. He is responsible for following the U.S. and European media sectors. In addition, Dan runs the Global Consumer Strategy. Prior to joining the firm in 2003, Dan was a sell side analyst at Charterhouse Securities, ING and Commerzbank. He entered the investment industry in 1996. Dan graduated with a double honors degree, a bachelor’s of Engineering and a bachelor’s of Commerce from Birmingham University in the U.K. | ||
Jason Campbell | Portfolio Manager and Analyst | 2022 | Aktuell |
Biografie | Jason is a portfolio manager for Nuveen's equities team. He has managed international equity investment portfolios, specifically the EAFE + Canada segment since April 2009 and the ACWI ex U.S.A. segment since February 2012. Prior to joining the firm in 2005, Jason served as an analyst and portfolio manager at Nicholas Applegate focusing on international equity covering international developed markets (Europe, Japan, Asia, and Canada) and Asia and Latin America in the emerging markets. Jason graduated with a B.A. in Latin American Studies and an M.A. in Latin American Studies with an emphasis in Economics from San Diego State University. | ||
David H. Lund | Senior Equity Research Analyst | 2019 | 2022 |
Biografie | David is a senior equity analyst on Nuveen’s international team who specializes in demographics and big shifts in transportation and distribution and other global themes. He has been focused on the International Growth Strategy as an analyst since he joined Nuveen in 2011 and has almost 15 years of research and investing experience. | ||
Joseph R. O'Flaherty | Vice President | 2017 | 2022 |
Biografie | Joe is a portfolio manager for the International Growth Strategies and related institutional portfolios. He is also a senior research analyst for the Global/ International Team, specializing in the changing financial landscape and changing energy landscape themes. Joe began working in the financial industry in 2000 and joined the firm in 2009 as a research associate focused on international equities. Previously, he was a financial analyst in the telecommunications industry. He also worked for eight years as an equity and fixed income trader with Howard Capital Management. Joe received a B.A. from the University of California Santa Barbara and an M.B.A. from Pepperdine University. | ||
Reed D Walters | - | 2017 | 2019 |
Biografie | Managing Director Portfolio Manager/Analyst Reed joined Nuveen Asset Management in 2016 as Managing Director and Portfolio Manager/Analyst. Prior to that, he held a similar function at Nuveen affiliate, Tradewinds Global Investors, LLC. He joined Tradewinds from Sector Capital Management. At Sector, Reed was President and Chief Investment Officer and managed the day-to-day operations while also leading the firm’s investment process. Reed has over 24 years of investment experience. Prior to joining Sector, Reed managed client portfolios for four years at one of the largest global asset management firms in the world, he successfully founded and sold his interest in a private equity/venture capital advisory firm over a two year period, and he managed nearly $22 billion in institutional and high net-worth client portfolios for 13 years as a senior consultant and a partner at one of the largest consulting firms in the Mid-South. Reed earned his MBA and his BBA magna cum laude with Honors in Business from the University of Memphis. | ||
Tracy P. Stouffer | Managing Partner | 2009 | 2018 |
Biografie | Tracy Stouffer, CFA, is Senior Vice President and Portfolio Manager for Nuveen Asset Management. She joined Nuveen Asset Management on March 1, 2013, in connection with the Reorganization. Prior thereto, she was an international portfolio manager for SBAM. She joined SBAM in 2008 from WayMark Capital, LLC, an investment management firm where she was a managing partner. Prior to that, she was an international portfolio manager at Dreyfus Founders Funds, Federated Global Investment Management, Clariden Asset Management and TIAA-CREF. Ms. Stouffer has a BA from Cornell University and an MBA from the University of Western Ontario. |
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