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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Mackenzie S Meyer | - | 2016 | now |
自傳 | Mackenzie is an assistant portfolio manager responsible for investment decisions as well as trading corporate bonds across the credit quality spectrum. Primarily focused on investment grade corporates as a member of the High-Grade Credit Sector Team, she also assists the firm’s High-Yield Credit Sector Team with trading activity. She is a co-manager on the Short Duration Multi Sector strategy. She began working in the financial services industry in 2002 and joined Nuveen Asset Management in 2011. Previously, Mackenzie served as a mortgage trader at the Federal Home Loan Bank of Des Moines, where she managed the bank’s mortgage-backed security investment portfolio. She was also employed with INTL FCStone Inc. (formerly FCStone Inc.) where she was involved with trading and relative value analysis. Mackenzie earned a B.A. in finance from the University of Northern Iowa and an M.B.A. from the University of Iowa. | ||
Jason J. O'Brien | Portfolio Manager | 2016 | now |
自傳 | Jason is the head of the Securitized Debt Sector Team and a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. He is the lead manager of our Core and public funds strategies and is manager of the Short Duration Multi-Sector strategy. He began working in the financial industry in 1993 when he joined the firm. Jason received a B.A. in finance from the University of St. Thomas. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. | ||
Peter L. Agrimson | Portfolio Manager | 2010 | now |
自傳 | Peter is the lead manager of the Short Duration Multi Sector strategy and related institutional portfolios. He is also a member of the Securitized Debt Sector Team, responsible for trading mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities. Peter performs credit analysis and surveillance for the firm’s mortgage-backed securities and asset-backed securities portfolios. He began working in the financial services industry in 2005. Prior to joining the firm in 2008, he served as credit analyst at Long Lake Partners, LLC, where he did credit analysis for the company’s structured products portfolio. Peter earned a B.S. in finance from Northern Illinois University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
Chris J. Neuharth | Senior Portfolio Manager | 2004 | 2018 |
自傳 | Chris oversees risk management for the taxable fixed income products and is responsible for risk models, market data, quantitative credit analysis, and performance attribution systems. He is also a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. He began working in the financial industry in 1981 and became a portfolio manager in 1985. Chris rejoined the firm in 2000 after working at Brinson Partners as a director and senior portfolio manager. Prior to that, he was director of risk management for U.S. Bank’s asset management division and broker/dealer. He was also a fixed income portfolio manager at Fortis Advisors and First Minnesota Bank. Chris received a B.S. in business finance from Winona State University. | ||
Brenda A. Langenfeld | Portfolio Manager | 2010 | 2011 |
自傳 | Brenda is a portfolio manager for the preferred security strategies. She joined the Preferred Securities Sector Team in January 2011. Brenda started working in the financial services industry in 2004 when she joined the firm. Previously, she was a member of the High Grade Credit Sector Team, responsible for trading corporate bonds. She was a member of the Securitized Debt Sector Team, trading mortgage-backed securities, asset-backed securities, and commercial mortgage-backed securities prior to that. A graduate of the University of Wisconsin-Madison, Brenda received a B.B.A. in finance and | ||
Marie A. Newcome | Portfolio Manager | 2005 | 2010 |
自傳 | Marie specializes in managing individual and institutional portfolios with custom benchmarks, quality constraints, and asset class limitations. Marie is a co-manager of the Multi-Sector Bond Strategy and related institutional portfolios. She is also a member of the Global Interest Rates & Governments and the Foreign Currency Sector Teams. Marie began working in the financial services industry in 1992. Prior to joining the firm in 2004, she held several positions at American Express Financial Advisors (now Columbia Management) – most recently as a senior fixed income quantitative analyst, co-managing institutional portfolios and separately managed accounts for high-net- worth clients. Marie received a B.A. in finance from the University of St. Thomas. She also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. She is a long-time volunteer and past board member of the Juvenile Diabetes Research Foundation of Minnesota. | ||
Martin L. Jones | Portfolio Manager | 1992 | 1998 |
自傳 | Jones is a portfolio manager with First Bank National Association. Previously, he was with Harris Trust & Savings Bank, Dillon, Read & Co., and Loeb Rhoades & Co. |
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