Sam is a Client Portfolio Manager Analyst for the Municipal Fixed Income Team at Nuveen Asset Management. He supports sales and marketing activity related to the firm’s municipal managed money strategies, including separately managed accounts and mutual funds. He works closely with portfolio managers, advisor consultants and financial advisors to help clients understand the municipal bond market and the benefits of institutional portfolio management.
He began working in the financial services industry in 2015 and joined Nuveen in 2016. Prior to joining Nuveen he interned for LPL Financial focusing on Wealth Management.
Sam earned a B.S. in finance from the University of San Diego in San Diego.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.