0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?

T.R. Findlay

  • Exchange Traded Product Specialist
T.R. Findlay

About T.R. Findlay

T.R. is an exchange traded product specialist at Nuveen. He works closely with Nuveen’s sales force and the financial professionals they serve across the country providing insights and information to help advisors better understand and assess closed-end funds and optimize their use of Nuveen’s funds in the secondary market.

T.R. joined the firm in 2005 as an internal advisor consultant, representing Nuveen’s entire product line in the mid-Atlantic region. He has been a dedicated Nuveen closed-end fund specialist since 2007. Prior to joining the firm, T.R. worked with Interactive Brokers L.L.C. as a derivatives market-maker, trader and proprietary broker. He has extensive professional experience trading options and futures on the floors of the Chicago Board of Trade and the Chicago Board Options Exchange.

T.R. graduated with a B.A. in Marketing from Columbia College Chicago and holds the Series 7 and 65 securities registrations.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top