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Our team approach to service

Our dedicated team of investment distribution professionals is committed to partnering with financial advisors to deliver innovative ideas and solutions that enhance client portfolios. Our collaborative, fluid operating model ensures seamless, end-to-end coverage across primary contacts and investment specialists – quickly and consistently. Our white-glove service model provides personalized support, proactive and clear communication and access to exclusive resources designed to strengthen your business. Download our full coverage map to see your dedicated team of specialists.

U.S. Wealth national coverage
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RegionAreaContact
SoutheastCarolinasProfile imageGarrett Moseley, CIMA®
Private Wealth Advisor Consultant
980.505.3437
Garrett.Moseley@nuveen.com
SoutheastCarolinasProfile imageSimon Sossoman
Internal Advisor Consultant
800.221.9271
simon.sossoman@nuveen.com
SoutheastCarolinasProfile imageJoseph R. Level III
Advisor Consultant
980.279.0524
Jospeh.Level@nuveen.com
SoutheastCarolinasProfile imageBrian Essig
Wealth Advisor Consultant
708.466.0899
Brian.Essig@Nuveen.com
SoutheastCarolinasProfile imageStephen Walker
Managing Director, Private Markets Relationship Manager
704.773.5499
stephen.walker@nuveen.com
SoutheastCarolinasProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
SoutheastFlorida WestProfile imageRay Olson, CIMA®
Advisor Consultant
727.366.6157
Raymond.Olson@nuveen.com
SoutheastFlorida WestProfile imageJuan Lopez
Internal Advisor Consultant
800.221.9271
juan.lopez@nuveen.com
SoutheastFlorida WestProfile imageRick Baur, CIMA®
Advisor Consultant
312.917.8383
Rick.Baur@nuveen.com
SoutheastFlorida WestProfile imageBrian Kentfield
Advisor Consultant
704.988.9821
Brian.Kentfield@nuveen.com
SoutheastFlorida WestProfile imageMia Savino
Vice President, Alternative Investments
630.674.0714
Mia.Savino@nuveen.com
SoutheastFlorida WestProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
SoutheastFlorida EastProfile imageLuke Joyce
Market Leader
847.730.5066
Luke.Joyce@nuveen.com
SoutheastFlorida EastProfile imageJack Arcara
Internal Advisor Consultant
800.221.9271
jack.arcara@nuveen.com
SoutheastFlorida EastProfile imageJack Watson
Advisor Consultant
312.917.7740
Jack.Watson@nuveen.com
SoutheastFlorida EastProfile imagePatrick Crawley
Internal Advisor Consultant
800.221.9271
patrick.crawley@nuveen.com
SoutheastFlorida EastProfile imageDevin Hamilton
Vice President, Wealth Advisor Consultant
704.988.9801
devin.hamilton@nuveen.com
SoutheastFlorida EastProfile imageMia Savino
Vice President, Alternative Investments
630.674.0714
Mia.Savino@nuveen.com
SoutheastFlorida EastProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
SoutheastSoutheastProfile imageAdam Myers, CFP®, CRPC
Advisor Consultant
404.831.6742
Adam.Myers@nuveen.com
SoutheastSoutheastProfile imageRoman Padilla
Internal Advisor Consultant
800.221.9271
roman.padilla@nuveen.com
SoutheastSoutheastProfile imageLiz Dangremond
Advisor Consultant
464.204.5133
liz.dangremond@nuveen.com
SoutheastSoutheastProfile imageMorgan Tedesco
Internal Advisor Consultant
800.221.9271
morgan.tedesco@nuveen.com
SoutheastSoutheastProfile imageDavid Barnd
Advisor Consultant
464.204.5115
David.Barnd@nuveen.com
SoutheastSoutheastProfile imageRobert "RJ" Shea
Advisor Consultant
504.884.4816
Robert.Shea@nuveen.com
SoutheastSoutheastProfile imageNate Stegman
Advisor Consultant
980.279.2973
nathan.stegman@nuveen.com
SoutheastSoutheastProfile imageEdward J. De Arcos, CFA®, CFP®, CIMA®
Managing Director, Alternatives and Private Market Specialist
728.207.4351
eddy.dearcos@nuveen.com
SoutheastSoutheastProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastGarden StateProfile imageDave Flaherty, CRPC, CIMA®
Advisor Consultant
848.309.3035
Dave.Flaherty@nuveen.com
NortheastGarden StateProfile imageFritz Pickard
Internal Advisor Consultant
800.221.9271
frederick.pickard@nuveen.com
NortheastGarden StateProfile imageFranki Priore
Advisor Consultant
347.937.0094
franki.bartoli@nuveen.com
NortheastGarden StateProfile imageNick Liberi
Internal Advisor Consultant
800.221.9271
nicholas.liberi@nuveen.com
NortheastGarden StateProfile imageGia Bubnis
Advisor Consultant
347.937.0106
gia.bubnis@nuveen.com
NortheastGarden StateProfile imageGianni Cavalieri
External Advisor Consultant
800.221.9271
gianni.cavalieri@nuveen.com
NortheastGarden StateProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastMid-AtlanticProfile imageJonathon Scardina
Advisor Consultant
571.289.9648
Jonathon.Scardina@nuveen.com
NortheastMid-AtlanticProfile imageEdwin Belogorlov
Internal Advisor Consultant
800.221.9271
edwin.belogorlov@nuveen.com
NortheastMid-AtlanticProfile imageHal Whalen
External Advisor Consultant
800.221.9271
hal.whalen@nuveen.com
NortheastMid-AtlanticProfile imageEdward Murphy
Internal Advisor Consultant
800.221.9271
edward.murphy@nuveen.com
NortheastMid-AtlanticProfile imageLoretta Villacorta
VP, Advisor Consultant
800.221.9271
loretta.villacorta@nuveen.com
NortheastMid-AtlanticProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastNew EnglandProfile imageJohn Scully, CIMA®
Market Leader, New England
617.999.4988
John.Scully@nuveen.com
NortheastNew EnglandProfile imageSean Jones
Internal Advisor Consultant
800.221.9271
sean.jones@nuveen.com
NortheastNew EnglandProfile imageDan Driscoll
Wealth Advisor Consultant
617.959.1330
dan.driscoll@nuveen.com
NortheastNew EnglandProfile imageJack Abe
Internal Advisor Consultant
312.917.7712
Jack.Abe@nuveen.com
NortheastNew EnglandProfile imageTim Pierce, CIMA®
Advisor Consultant
617.655.2422
Timothy.Pierce@nuveen.com
NortheastNew EnglandProfile imageWhit Porter
Managing Director, Alternatives & Private Markets Specialist
800.221.9271
whit.porter@nuveen.com
NortheastNew EnglandProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastPennsylvaniaProfile imageGeorge DeBates
Internal Advisor Consultant
800.221.9271
george.debates@nuveen.com
NortheastPennsylvaniaProfile imageTom McBride
Wealth Advisor Consultant
856.912.9592
Tom.McBride@nuveen.com
NortheastPennsylvaniaProfile imageBrad Rowbotham
External Advisor Consultant
704.988.9816
bradford.rowbotham@nuveen.com
NortheastPennsylvaniaProfile imageTravis Schantz
Private Wealth Advisor Consultant
312.917.6854
travis.schantz@nuveen.com
NortheastPennsylvaniaProfile imageConor E. Lynch, MBA,CIMA®,CRPC®
Managing Director, Alternative Investment Specialist
201.937.7098
conor.lynch@nuveen.com
NortheastPennsylvaniaProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastNew York City - ManhattanProfile imageTana Megalos, CAIA
Account Manager, Advisor Consultant
646.984.2163
Tana.Megalos@nuveen.com
NortheastNew York City - ManhattanProfile imageAbe Watman
Internal Advisor Consultant
800.221.9271
abe.watman@nuveen.com
NortheastNew York City - ManhattanProfile imageNicole DeLuise
Advisor Consultant
201.419.4962
nicole.deluise@nuveen.com
NortheastNew York City - ManhattanProfile imageYoungin Cho
Internal Advisor Consultant
800.221.9271
youngin.cho@nuveen.com
NortheastNew York City - ManhattanProfile imageLauren Hogan
Vice President, Alternative Investments
646.842.1982
lauren.hogan@nuveen.com
NortheastNew York City - ManhattanProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
NortheastNew York MetroProfile imageMax Dalton, CIMA®
Managing Director, Market Leader
917.742.4194
max.dalton@nuveen.com
NortheastNew York MetroProfile imagePaul Prikos
Internal Advisor Consultant
800.221.9271
paul.prikos@nuveen.com
NortheastNew York MetroProfile imageBill Graiser, CAIA, CIMA®
Advisor Consultant
212.916.4983
William.Graiser@Nuveen.com
NortheastNew York MetroProfile imageNick Biancalana
Internal Advisor Consultant
800.221.9271
nick.biancalana@nuveen.com
NortheastNew York MetroProfile imageSteve Porco
Advisor Consultant
347.937.0354
Stephen.Porco@nuveen.com
NortheastNew York MetroProfile imageJustin Robinson
Internal Advisor Consultant
800.221.9271
justin.robinson@nuveen.com
NortheastNew York MetroProfile imageKeith Albertina, CIMA®
Private Wealth Advisor Consultant
917.699.5845
Keith.Albertina@nuveen.com
NortheastNew York City - ManhattanProfile imageLauren Hogan
Vice President, Alternative Investments
646.842.1982
lauren.hogan@nuveen.com
NortheastNew York City - ManhattanProfile imageBrendan Burke, CFA®
ETF Specialist
704.608.8334
brendan.burke@nuveen.com
CentralGreat LakesProfile imageNick Albu
Advisor Consultant
464.204.5106
Nicholas.Albu@nuveen.com
CentralGreat LakesProfile imageJohn McMahon
Internal Advisor Consultant
800.221.9271
john.mcmahon@nuveen.com
CentralGreat LakesProfile imagePeter Drebos
Vice President, Advisor Consultant
464.204.5142
Peter.Drebos@nuveen.com
CentralGreat LakesProfile imageStephen Lopez
Internal Advisor Consultant
800.221.9271
stephen.lopez@nuveen.com
CentralGreat LakesProfile imageBrian Cullen
Vice President, Advisor Consultant
312.917.6910
brian.cullen@nuveen.com
CentralGreat LakesProfile imageRandy Kutchek
Managing Director, US Private Wealth Advisory Services
847.738.5059
Randy.Kutchek@nuveen.com
CentralGreat LakesProfile imageSamantha Geddes
External Advisor Consultant
708.219.5124
samantha.geddes@nuveen.com
CentralGreat LakesProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
CentralMichiganProfile imageAndy Combs
Market Leader
248.729.6500
Andy.Combs@nuveen.com
CentralMichiganProfile imageRoman Padilla
Internal Advisor Consultant
800.221.9271
roman.padilla@nuveen.com
CentralMichiganProfile imagePaul Palichuk
Advisor Consultant
312.917.8257
Paul.Palichuk@nuveen.com
CentralMichiganProfile imageEmily Duffy
Internal Advisor Consultant
312.917.6929
Emily.Duffy@nuveen.com
CentralMichiganProfile imageSamantha Geddes
External Advisor Consultant
708.219.5124
samantha.geddes@nuveen.com
CentralMichiganProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
CentralTexasProfile imageAustin Weichbrodt, CIMA®
Vice President, Market Leader
469.584.0747
Austin.Weichbrodt@nuveen.com
CentralTexasProfile imageMichael Caserio
Internal Advisor Consultant
800.221.9271
michael.caserio@nuveen.com
CentralTexasProfile imageJames R. Woodfin, CIMA®
Advisor Consultant
713.851.9198
James.Woodfin@nuveen.com
CentralTexasProfile imageChase Kwit
Internal Advisor Consultant
800.221.9271
chase.kwit@nuveen.com
CentralTexasProfile imageLuis R. Arispe
Advisor Consultant
512.702.9704
Luis.Arispe@Nuveen.com
CentralTexasProfile imageGeorge Galkine
Internal Advisor Consultant
800.221.9271
george.galkine@nuveen.com
CentralTexasProfile imageTroy Sant
Advisor Consultant
512-718-8280
Troy.Sant@nuveen.com
CentralTexasProfile imageTyler Weathered
Internal Advisor Consultant
773.475.8591
tyler.weathered@nuveen.com
CentralTexasProfile imageRJ Zukowski
Alternative Investment Specialist
281.389.6871
rj.zukowski@nuveen.com
CentralTexasProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
CentralMidwestProfile imageScott Ellspermann, CIMA®, CPWA®
Midwest Market Leader
913.216.1597
Scott.Ellspermann@nuveen.com
CentralMidwestProfile imageHelen Smith
Internal Advisor Consultant
800.221.9271
helen.smith@nuveen.com
CentralMidwestProfile imageKyle Helton
Advisor Consultant
(913) 403-6441
Kyle.Helton@nuveen.com
CentralMidwestProfile imageDan Haskins
External Advisor Consultant
636.378.0787
daniel.haskins@nuveen.com
CentralMidwestProfile imageSam Ahern
External Advisor Consultant
816.681.0591
sam.ahern@nuveen.com
CentralMidwestProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
CentralUpper MidwestProfile imageEric Foster, CIMA®
Market Leader
763.401.3520
eric.foster@nuveen.com
CentralUpper MidwestProfile imageHannah Selbst
Internal Advisor Consultant
800.221.9271
hannah.selbst@nuveen.com
CentralUpper MidwestProfile imageBridget (Brendza) Wingels
Advisor Consultant
bridget.brendza@nuveen.com
CentralUpper MidwestProfile imageRebecca Harris
Internal Advisor Consultant
312.917.8078
Rebecca.Harris@nuveen.com
CentralUpper MidwestProfile imageJacob Brandolino
External Advisor Consultant
312.917.6956
jacob.brandolino@nuveen.com
CentralUpper MidwestProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
CentralOhio ValleyProfile imageBrian Davis, CAIA
Market Lead, Advisor Consultant
980.264.9621
brian.davis@nuveen.com
CentralOhio ValleyProfile imageNathanael Jones
Internal Advisor Consultant
800.221.9271
nathanael.jones@nuveen.com
CentralOhio ValleyProfile imageDena Capitani
Advisor Consultant
312.917.7749
dena.capitani@nuveen.com
CentralOhio ValleyProfile imageJames M. Dawson
Advisor Consultant
502-822-0636
james.dawson@nuveen.com
CentralOhio ValleyProfile imageErik Huss
Vice President, Alternative Investments
440.433.0420
erik.huss@nuveen.com
CentralOhio ValleyProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
West CoastMountain WestProfile imageKen Roedel
Advisor Consultant
720.814.6209
ken.roedel@nuveen.com
West CoastMountain WestProfile imageSylvia Ryba
Internal Advisor Consultant
800.221.9271
sylvia.ryba@nuveen.com
West CoastMountain WestProfile imageWhitney Vaughn
Internal Advisor Consultant
303.626.5956
whitney.vaughn@nuveen.com
West CoastMountain WestProfile imageJohn Cullen
Internal Advisor Consultant
312.917.7703
john.cullen@nuveen.com
West CoastMountain WestProfile imageBrian Lang
Vice President, Advisor Consultant
480-620-5698
brian.lang@nuveen.com
West CoastMountain WestProfile imageCharley Sauter, CIMA®
Managing Director, Advisor Consultant
949.440.4943
Charles.Sauter@nuveen.com
West CoastMountain WestProfile imageJimmy Campbell
External Advisor Consultant
435.289.8515
james.campbell@nuveen.com
West CoastMountain WestProfile imageSpencer Williams
Internal Advisor Consultant
720.814.6204
spencer.williams@nuveen.com
West CoastPacific NorthwestProfile imageChase Komatz
Market Leader
720.81462
Chase.Komatz@nuveen.com
West CoastPacific NorthwestProfile imageKylie Hambleton
Internal Advisor Consultant
800.221.9271
kylie.hambleton@nuveen.com
West CoastPacific NorthwestProfile imageAman Bhatti
Advisor Consultant
206.833.2290
aman.bhatti@nuveen.com
West CoastPacific NorthwestProfile imageKortez Brinson
Internal Advisor Consultant
800.221.9271
kortez.brinson@nuveen.com
West CoastPacific NorthwestProfile imageJoe Duncker
External Advisor Consultant
720.387.1161
joseph.duncker@nuveen.com
West CoastPacific NorthwestProfile imageJon D. Raguse
Assistant Vice President, Alternatives Specialist
720.827.5115
jon.raguse@nuveen.com
West CoastPacific NorthwestProfile imageMargaret Thomsen
Head of ETF, 529 and TIAA Wealth Distribution
805.279.7592
margaret.thomsen@nuveen.com
West CoastSouthern CaliforniaProfile imageLisa Zard, CAIA
Managing Director, Market Leader
562.773.9071
lisa.zard@nuveen.com
West CoastSouthern CaliforniaProfile imageJacob Solomon
Internal Advisor Consultant
800.221.9271
jacob.solomon@nuveen.com
West CoastSouthern CaliforniaProfile imageCarrie Abbott
Vice President, Wealth Advisor Consultant
310.407.1422
Carrie.Abbott@nuveen.com
West CoastSouthern CaliforniaProfile imageDavid Buehring
Private Wealth Advisor Consultant
949.525.3011
David.Buehring@nuveen.com
West CoastSouthern CaliforniaProfile imageDan Chambers, CIMA®
Advisor Consultant
949.877.9489
Dan.Chambers@nuveen.com
West CoastSouthern CaliforniaProfile imageMatthew Cortina, CAIA
Managing Director, Alternative Investments
424.443.3234
matthew.cortina@nuveen.com
West CoastSouthern CaliforniaProfile imageMargaret Thomsen
Head of ETF, 529 and TIAA Wealth Distribution
805.279.7592
margaret.thomsen@nuveen.com
West CoastNorthern CaliforniaProfile imageAJ Rea, CIMA®
Market Leader
415.847.2959
aj.rea@nuveen.com
West CoastNorthern CaliforniaProfile imageBreanna Salas
Internal Advisor Consultant
800.221.9271
Breanna.salas@nuveen.com
West CoastNorthern CaliforniaProfile imageMichael Gooch
Advisor Consultant
628.255.3296
michael.gooch@nuveen.com
West CoastNorthern CaliforniaProfile imageTaku Miyashita
Advisor Consultant
341.216.4762
taku.miyashita@nuveen.com
West CoastNorthern CaliforniaProfile imageJames Penney
Wealth Advisor Consultant
415.676.4313
james.penney@nuveen.com
West CoastNorthern CaliforniaProfile imageJill Jensen, CIMA®
Managing Director, Alternative Specialist
415.987.8527
Jill.Jensen@nuveen.com
West CoastNorthern CaliforniaProfile imageMargaret Thomsen
Head of ETF, 529 and TIAA Wealth Distribution
805.279.7592
margaret.thomsen@nuveen.com

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