Jim is the client portfolio manager for the firm’s Real Estate Securities, Global Infrastructure, and Real Asset Income Strategies. In this role, he works with portfolio managers to develop and communicate information about the products’ investment teams, process, and performance to institutional, retail, and defined contribution analysts and advisers.
Jim started working in the financial services industry in 2001 and joined the firm in 2009. Previously, he spent five years as an asset management adviser responsible for retail product distribution throughout a regional territory for Blackrock. Prior to that, Jim served as an external and internal wholesaler at Merrill Lynch Investment Managers, where he began his career.
Jim earned a B.A. in Spanish from Moorhead State University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.