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Name | Title | Since | Until |
---|---|---|---|
Evan F. Staples | - | 2019 | Now |
Biography | Evan is a portfolio manager and research analyst for Nuveen’s equities team. He manages core and value-focused equities strategies and related institutional portfolios. As a senior research analyst, Evan specializes in the financial sector including banks and large diversified financial companies. Evan also provides additional analytical coverage for the Santa Barbara Asset Management dividend growth strategies. Prior to joining the firm in 2010, Evan was a senior research associate at RBC Capital Markets where he performed fundamental equities research on regional banks and specialty finance companies. Previously, Evan served as a finance instructor at St. Cloud State University. He began his career in the investment industry in 2005. Evan graduated with a B.S. in Real Estate Finance and Investing and an M.B.A., with an emphasis on Finance, from St. Cloud State University. He holds the CFA® designation. | ||
David A Chalupnik | Portfolio Manager | 2015 | Now |
Biography | David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies. Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984. David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
Derek M. Sadowsky | Vice President | 2012 | 2019 |
Biography | Derek is a co-manager of the Dividend Value Strategy and related institutional portfolios. He joined the Dividend Value team in 2011. Derek began his financial industry career in 1998 and joined the firm in 2010. Prior to his current portfolio management role, he was a senior equity research analyst for the mid- and large-cap research team, specializing in the basic materials sector. Previously, Derek was an analyst at State Street Global Advisors in charge of the global basic materials sector. He was also an associate at Putnam Investments where he worked on the global basic materials team, and served as an associate at Citigroup covering the domestic chemical sector. Derek earned a B.S. in fi nance/quantitative methods from Babson College. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. | ||
Cori B. Johnson | Senior Vice President, Portfolio Manager | 1994 | 2016 |
Biography | Johnson is Cori B. Johnson, CFA, entered the financial services industry in 1981 and joined FAF Advisors, Inc. (“FAF”) in 1985. She became a portfolio manager in 1994. She most recently served as Senior Portfolio Manager at FAF until joining Nuveen Asset Management. She joined Nuveen Asset Management as Senior Vice President and Portfolio Manager on January 1, 2011 in connection with its acquisition of a portion of FAF’s asset management business. Johnson holds the Chartered Financial Analyst designation. | ||
Gerald C. Bren | Senior Portfolio Manager | 1994 | 2012 |
Biography | Bren is a Senior Equity Portfolio Manager. He entered the financial services industry when he joined FAF Advisors in 1972. Bren holds the Chartered Financial Analyst designation. | ||
Roland Whitcomb | - | 1998 | 1998 |
Scott D. Limper | Vice President, Portfolio Manager | 1992 | 1994 |
Biography | Limper is a vice president of investment and trust services with Boulevard Bancorp, his employer since 1982. He is a value-oriented but conservative portfolio manager, who emphasizes downside protection via stock exposure. Limper was born October 6, 1959 in Chicago. He enjoys hunting, fishing, and spending time with his wife and two sons. |
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