As a director for institutional sales and client service, Andy is responsible for new business development and client relations for corporate, public fund, Taft Hartley, foundations and endowments. He works with institutional clients and prospects primarily in the Midwestern and Eastern regions.
Andy has more than 20 years of financial industry experience. Before joining institutional distribution in 2018, he spent time as a senior advisor consultant for Nuveen Investments working with portfolio managers at US Bank and other super regional Midwest banks. Previously he was a senior portfolio manager at US Bank Private Wealth Management in Santa Monica, California working with high net worth individuals, charitable and corporate clients.
Andy received a B.A in Business Administration with an emphasis on Finance from Truman State University in 1996. He acquired his Accredited Investment Fiduciary designation in 2016.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.