Dave is the head of the Institutional Solutions Group at Nuveen Asset Management. He is responsible for utilizing the firm’s multi-asset class capabilities to develop customized investment solutions for defined benefit pension plans, insurance companies, workers compensation pools and other institutions. He is also a portfolio manager of Nuveen’s Intelligent Risk Portfolios® – a suite of volatility-managed, global allocation strategies.
Dave began working in the financial services industry in 1998. Prior to joining the firm in 2013, he served as managing director and head of customized strategies at Cutwater Asset Management, where he managed over $9 billion of customized mandates. His background includes structuring and managing complex liability-driven investing programs, which utilize multiple strategies in different currencies. During his career, Dave has developed innovative solutions for clients seeking to optimize their business profile, generate value, de-risk or manage liquidity. He possesses strong capabilities in treasury management, structuring and capital modeling, risk management and hedging. He started his career in the financial industry as a mergers and acquisitions analyst at Thompson Financial.
Dave received a B.A. in economics from the University of Albany and an M.B.A. in finance from Fordham University. He holds the Chartered Financial Analyst designation from the CFA Institute and is a member of the New York Society of Security Analysts.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.