Dan Close, CFA^®

Dan serves as chief investment officer and head of Nuveen’s municipal fixed income department – the largest and most experienced team of investment professionals in the industry. He is the lead portfolio manager for high yield municipal strategies, as well as tax-exempt and taxable municipal strategies across open-end funds, closed-end funds and customized institutional portfolios.

Prior to his current role, Dan was a long-serving portfolio manager for several municipal mutual funds and played a key role in establishing and expanding Nuveen’s institutional platform as head of Taxable Municipals. He also chairs the Municipal Investment Oversight Committee, helping to set the strategic direction of all municipal strategies managed by Nuveen.

As a leading expert in the municipal market, Dan is a trusted voice on the complexities of state and local government debt. He is a regular guest on CNBC and has been quoted extensively by the Wall Street Journal, Barron’s, Bloomberg, the Bond Buyer, and other industry publications. He’s a fixture on the conference circuit, frequently sharing his insights with audiences at Morningstar, CFA societies, and other municipal-focused forums.

Dan joined Nuveen in 2000 as a municipal fixed income research analyst, covering the corporate-backed, energy, transportation, and utility sectors. He began his investment career in 1998 as an analyst at Banc of America Securities.

He holds a B.S. in Business from Miami University (Oxford, Ohio) and an M.B.A. from the J. L. Kellogg School of Management at Northwestern University. Dan is a Chartered Financial Analyst^® and a member of both the CFA Institute and the CFA Society of Chicago. He lives in the Chicago area with his wife and three children.