Lisa is a client portfolio manager with the taxable fixed income group. In this role, she is integrated into the portfolio management team, helping to develop and communicate information about the markets, process and performance to institutional, retail and defined contribution analysts and financial advisers.
Lisa started working in the financial services industry in 2005. Prior to joining Nuveen Asset Management in 2015, she was a fixed income strategist at Piper Jaffray. Previously she held a number of positions at subsidiaries of Wells Fargo & Company, which included vice president of fixed income market and portfolio strategy and financial analyst at Wells Fargo Securities. Lisa also spent time as a senior financial analyst for Target Corporation. She began her career at Wells Fargo Home Mortgage, where she held several positions over the years including consumer loan underwriter and mortgage relationship specialist.
Lisa received a B.A. in mathematics from the University of North Dakota and an M.B.A. with an emphasis in finance from the University of Minnesota’s Carlson School of Management. She holds the Chartered Financial Analyst designation and is also a member of the CFA Institute and CFA Society of Minnesota.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.