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Nuveen Core Bond Fund I (FINIX)
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9.80
0.00
0.00%
14/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 49.04M
Nuveen Core Bond I
9.80
0.00
0.00%
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FINIX Overview
On this page you'll find an in-depth profile of Nuveen Core Bond Fund I. Learn about the key management, total assets, investment strategy and contact information of FINIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason J. O'Brien | Portfolio Manager | 2016 | Now |
| Biography | 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. | ||
| Wan-Chong Kung | Vice President/ Senior Portfolio Manager | 2002 | 2019 |
| Biography | Ms. Kung is the head of the U.S. Interest Rates & Governments Sector Team and a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. As a senior fixed income portfolio manager, she leads the Inflation Protected Securities and Intermediate Government Bond Strategies, as well as related institutional portfolios, and co-manages the Core Bond Strategy. She is also a member of the Securitized Debt and Global Interest Rates & Governments Sector Teams. She began working in the financial industry in 1984. Prior to joining the firm in 1993, she was a senior consultant for financial services firms at Cytrol Inc. She received a B.S. in economics from the University of the Philippines and an M.B.A. in information systems management from the University of Minnesota. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. She is also a member of the Carlson Funds Enterprise Advisory Board. | ||
| Jeffrey J. Ebert | Senior Portfolio Manager | 2000 | 2019 |
| Biography | Jeff is the head of the High-Grade Credit Sector Team and a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. As a senior fixed income portfolio manager, he co-manages the Core Bond, Core Plus Bond and Multi-Sector Bond Strategies, as well as related institutional portfolios. Jeff began working in the financial industry when he joined the firm in 1991. He became a portfolio manager in 2000. A graduate of the University of St. Thomas, Jeff earned a B.A. in economics/business administration and an M.B.A. in finance. | ||
| Chris J. Neuharth | Senior Portfolio Manager | 2012 | 2018 |
| Biography | 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. | ||
| David A. Bethke | Portfolio Manager | 2000 | 2001 |
| Biography | Bethke is a portfolio manager with FIRMCO and has been with the firm and its affiliates since 1987. He began his career in 1981 as a credit analyst for Wausau Insurance Companies. From there he moved on to Nationwide Insurance, where he was a senior securities analyst. He has 19 years of investment experience. Bethke holds the Chartered Financial Analyst designation. | ||
| Steven D. Jones | Portfolio Manager | 2000 | 2001 |
| Biography | Jones is a portfolio manager with FIRMCO and has been with the firm and its affiliates since 1990. He has 18 years of investment management experience. | ||
| Warren D. Pierson | Senior Portfolio Manager | 1999 | 2000 |
| Biography | Mr. Pierson is a senior portfolio manager with Robert W. Baird & Co. Incorporated, his employer since February 2000. Prior to joining Baird, he was senior vice president and senior portfolio manager with Firstar Investment Research & Management Company. He is a member of Chartered Financial Analyst Institute and the Milwaukee Investment Analysts Society. Mr. Pierson received his undergraduate degree from Lawrence University and was awarded the Chartered Financial Analyst designation in 1990. Mr. Pierson is currently a member of the CFA Institute and is past President of the CFA Society of Milwaukee. | ||
| Mary Ellen Stanek | Managing Director, CIO | 1993 | 2000 |
| Biography | Ms. Stanek is a Senior Portfolio manager at Baird. Prior to joining Baird in 2000, Ms. Stanek was President and Chief Executive Officer of Firstar Investment Research and Management Company (FIRMCO) and was Director of Fixed Income. Ms. Stanek obtained her undergraduate degree from Marquette University and her MBA from the University of Wisconsin-Milwaukee. She received the Chartered Financial Analyst designation in 1983. Ms. Stanek is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee. | ||
| Teresa Westman | Senior Vice President, Senior Portfolio Manager | 1993 | 1999 |
| Biography | Westman is a senior vice president and senior portfolio manager at Firstar Investment Research & Management Company, her employer since 1990. From 1987 to 1990, she was employed by First Wisconsin Trust Company. Westman says she uses structured fixed-income management with an emphasis on relative value. A Chartered Financial Analyst since 1990, Westman is a member of both the Association for Investment Management and Research and the Milwaukee Investment Analysts Society. | ||
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