James Nelson III, CFA, CAIA

James is Senior Managing Director and Head of Global Public Product for Nuveen, and a member of the Senior Leadership Team. James is responsible for leading Nuveen’s equity and fixed income Product Development and Management across public markets, globally; Investment Oversight; Fund Finance and Treasury Leverage; and Capital Markets. James is a voting member and chair of the Public Investments Product Committee.

Prior to joining the firm in 2023, James was Head of North America Product Management and Pricing at Invesco, overseeing equity, fixed income, multi-asset, and alternative Product Development & Pricing capabilities for institutional and wealth clients. In prior roles, James led Institutional Product Strategy & Development at Invesco and acted as the Deputy Chief Investment Officer, Portfolio Manager, and Director of Research at Herndon Capital Management.

James graduated with a B.A. from The University of Pennsylvania and a M.B.A. from The Wharton School. James’ volunteer work has centered around increasing the representation of minorities in the investment industry and improving the health and well-being of children and families. He most recently served as President of the Atlanta Chapter of the National Association of Securities Professionals, an Investment Committee Member for Piedmont Healthcare, and Advisory Council Member for the Atlanta Ronald McDonald House Charities.