Dan joined Nuveen Asset Management in 2016 as Vice President and Client Portfolio Manager. Prior to that, he held a similar function at Nuveen affiliate, Tradewinds Global Investors, LLC. Dan has over 19 years of experience in the asset management industry, specifically focusing on business development and client service to Wirehouses, Independent Broker Dealers and RIAs. Prior to joining Tradewinds, Dan spent over 12 years at Congress Asset Management in Boston and 2 years at Innealta Capital, a tactical ETF manager out of Austin, TX. Dan began his career at Boston Capital Services in Boston, MA.
Dan graduated from Bryant University in Smithfield, RI with a Bachelor of Science in Business Administration and a concentration in Finance.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.