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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Kristen M. DeJong | - | 2023 | now |
自傳 | 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 | now |
自傳 | 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. | ||
Christopher L. Drahn | Senior Vice President | 2011 | 2024 |
自傳 | Chris manages tax-exempt fixed income portfolios, including the Short Term Municipal Bond, the Colorado Municipal Bond, the Minnesota Municipal Bond, the Minnesota Intermediate Municipal Bond and the Missouri Municipal Bond products and related institutional portfolios. He also oversees various closed-end funds. | ||
Scott R. Romans | Senior Vice President | 2003 | 2010 |
自傳 | 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. | ||
Michael S. Davern | vice president and Portfolio Manager | 1998 | 2003 |
自傳 | 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. | ||
Jan Terbrueggen | Portfolio Manager | 1992 | 1998 |
自傳 | Jan joined Apex in 2000 and brings 28 years of investment management experience to the firm. Prior to Apex, Jan was a portfolio manager and sat on the Investment Committee at Dean Investment Associates from 1999 – 2000. Before Dean, he was Vice President, Portfolio Manager and Chief Market Strategist for Flagship Financial from 1992 – 1999. Flagship was purchased by John Nuveen & Co., for whom he managed several top-rated mutual funds. Prior to Flagship Jan was with Todd Investment Advisors from 1989 – 1991 and Union Central Life Insurance from 1985 – 1989. Jan has been quoted on MSNBC, The Wall Street Journal, Barron’s, Kipplinger’s and other financial publications. He graduated Magna Cum Laude and Phi Beta Kappa with a BA in Economics From the University of Cincinnati. He also graduated Summa Cum Laude with an MBA from Xavier University. | ||
Peggy S. Gartin | Portfolio Manager | 1991 | 1992 |
自傳 | Gartin spent six years as a portfolio manager with Flagship Financial before joining John Hancock Advisers in 1992. Gartin is a Chartered Financial Analyst and a member of the Cincinnati Society of Financial Analysts. | ||
Robert M. Ashbaugh | - | 1987 | 1991 |
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