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Name | Title | Since | Until |
---|---|---|---|
Douglas M. Baker | Vice President, | 2016 | Now |
Biography | Mr. Baker is the head of the Preferred Securities Sector Team and a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. He co-leads the taxable fixed income credit oversight process, which provides a structure for implementing credit strategy across taxable fixed income. As a senior fixed income portfolio manager, he is the lead manager for Nuveen Asset Management’s Preferred Securities related strategies, as well as a co-portfolio manager for the Multi-Sector, Core Plus Bond, and Inflation Protected Municipal Bond strategie | ||
Timothy A. Palmer | Senior Portfolio Manager | 2003 | Now |
Biography | Timothy A. Palmer, CFA, entered the financial services industry in 1986 and became a portfolio manager in 1990. He joined Nuveen Asset Management as Managing Director, Portfolio Manager and Head of the Global Bonds and Emerging Markets Sector Teams in January 2011. Tim earned a B.A. in economics from the University of St. Thomas and an M.B.A. in finance from Columbia University’s Graduate School of Business. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. Tim is a mentor for the fixed-income fund program at the University of Minnesota’s Carlson School of Management. | ||
Jeffrey J. Ebert | Senior Portfolio Manager | 2005 | 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. | ||
Wan-Chong Kung | Vice President/ Senior Portfolio Manager | 2001 | 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. | ||
Chris J. Neuharth | Senior Portfolio Manager | 2002 | 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. | ||
Management Team | - | 2000 | 2001 |
Biography | Team Managed | ||
Lucille C. Rehkamp | Portfolio Manager | 1998 | 2000 |
Biography | Rehkamp is a fund manager with First American Funds whose advisor, U.S. Bank National Association, has been her employer since 1979. She has 21 years of investment industry experience. | ||
Mark M. Green | Portfolio Manager | 1998 | 2000 |
Biography | Green is a fund manager with First American Funds, whose advisor, U.S. Bank National Association, has been his employer since 1996. He has over 10 years of investment industry experience. | ||
Martin L. Jones | Portfolio Manager | 1987 | 2000 |
Biography | 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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