Jeff Carlin, CFA^®

Jeff is Senior Managing Director, Global Head of Wealth and Retirement Advisory Services at Nuveen, and a member of the Senior Leadership Team. He is responsible for leading the placement, distribution and support of all products through the U.S. Wealth distribution channel. Jeff is also a member of the Nuveen business leadership team, which directs overall strategy, leads firm initiatives, and is accountable for the business results of our combined product and distribution teams, working closely with Nuveen affiliates to support and execute on our collective goals.

Jeff has held various roles at Nuveen, including head of distribution for structured products and national sales manager for the wirehouse and private wealth channels. Prior to joining the firm, Jeff was national sales manager for IndexIQ, a leading innovator of alternative investment ETFs. Before that, he was responsible for the managed accounts business at Charles Schwab & Co., and regional director in northern California for Smith Barney’s Consulting Group.

Jeff graduated with a B.S. in Business Administration, with an emphasis in Finance and Real Estate, from San Diego State University. He is a current member of the Money Management Institute (MMI) and is a member of the Board of Governors. He is also a member of the Investment Management Consultants Association (IMCA) and was a member of the board of directors from 2008–2011. He holds the Chartered Financial Analyst^® designation and is a member of the CFA Institute.