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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Evan F. Staples | - | 2020 | now |
自傳 | Evan is a portfolio manager and research analyst for Nuveen’s equities team. He manages core and value-focused equities strategies and related institutional portfolios. As a senior research analyst, Evan specializes in the financial sector including banks and large diversified financial companies. Evan also provides additional analytical coverage for the Santa Barbara Asset Management dividend growth strategies. Prior to joining the firm in 2010, Evan was a senior research associate at RBC Capital Markets where he performed fundamental equities research on regional banks and specialty finance companies. Previously, Evan served as a finance instructor at St. Cloud State University. He began his career in the investment industry in 2005. Evan graduated with a B.S. in Real Estate Finance and Investing and an M.B.A., with an emphasis on Finance, from St. Cloud State University. He holds the CFA® designation. | ||
David A Chalupnik | Portfolio Manager | 2020 | now |
自傳 | David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies. Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984. David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
Richard Cutler | Managing Director | 2002 | 2020 |
自傳 | Cutler, Managing Director, joined TIAA in 1997 and has been manager since December 2002. He is the lead portfolio manager and is also a managing director. He is in charge of portfolio management for domestic large-cap value portfolios. As an equity analyst at the firm, he covered Asia and technology. | ||
Athanasios (Tom) Kolefas | Managing Director | 2004 | 2018 |
自傳 | Kolefas is a managing director and portfolio manager at Teachers Advisors, LLC. He joined the firm in 2004. Previously, he was a portfolio manager with Jennison Associates and a senior portfolio manager with Loomis, Sayles & Company. Prior to that, he was with MacKay-Shields Financial Corporation from January 1991 to 1996. He also spent four years as a research analyst at the Bank of New York and five years as an analyst at the Engelhard Corporation. Kolefas holds the Chartered Financial Analyst designation. |
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