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Morgan A. Romo
Client Portfolio Manager
About Morgan A. Romo
Morgan is a client portfolio manager supporting Nuveen's municipal strategies. In this role, Morgan acts as a liaison across Nuveen, including Distribution, Product and Operations, to drive growth of the business. Additionally, she works closely with Nuveen's portfolio managers as well as external financial professionals to discuss ongoing portfolio strategy and management, market outlook, and performance.
Prior to her current role, Morgan was a Rotational Associate in Nuveen's Equities and Fixed Income program. She spent time in the Institutional Business Development group, where she built data-driven client engagement tools and analyzed market trends to identify opportunities across equity and fixed income product lines. Morgan began working in the investment industry in 2023 within TIAA’s Product & Business Development group.
Morgan graduated with a B.A. in Anthropology with a minor in Finance from Washington University in St. Louis.
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