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Nome | Título | Desde | Até |
---|---|---|---|
Paul L. Brennan | Senior Vice President | 2023 | Agora |
Biografia | 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. | ||
Steven M. Hlavin | Senior Vice President | 2011 | Agora |
Biografia | Steven M. Hlavin is Managing Director and Portfolio Manager for Nuveen Asset Management. Prior to his current position, Mr. Hlavin worked as a senior analyst responsible for the risk management and performance reporting process for Nuveen Asset Management. Mr. Hlavin joined an affiliate of Nuveen Asset Management in 2003. Mr. Hlavin earned a BA in finance and accounting and an MBA in finance from Miami University. He has been a speaker at the Leveraging Performance Attribution Analysis for Fixed Income Investments Conference series. | ||
Scott R. Romans | Senior Vice President | 2003 | 2010 |
Biografia | 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 |
Biografia | 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 |
Biografia | 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 | 1990 | 1992 |
Biografia | 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 | - | 1989 | 1990 |
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