Jim manages separate accounts for the Municipal Fixed Income Team, focused primarily in the Northeastern states.
Jim began working in the financial services industry in 1985. Prior to joining Nuveen Asset Management in 2016, he worked at M&T Securities as a director of institutional sales for the bank’s Municipal Capital Markets division. Previously, he was a vice president of institutional sales with Roosevelt & Cross in New York City. Jim also spent 15 years at Shearson Lehman Advisors and its subsequent firms, which included Greenwich Street Advisors, Smith Barney Asset Management, Citi Asset Management and Western Asset Management. During that time, he was a member of the Separately Managed Account Portfolio Management Team, overseeing municipal bond portfolios for residents of California, New York, New Jersey and Massachusetts. He began his career at J.J. Kenny running the firm’s Midwest Institutional Trading desk.
Jim earned a B.A. in economics from Fairfield University in Connecticut.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.