From Nuveen

Joel H. Levy

Senior Director, Portfolio Manager

Joel is a senior director and the sector lead municipal portfolio manager and group head of TIAA Investments’ public markets municipal taxable and tax-exempt bond strategy team.

He has extensive experience in government having most recently served as the assistant city treasurer and municipal debt manager for the City of Charlotte, N.C. Joel joined TIAA in 2011 after working for Bank of America’s credit, product, and pricing group. Joel began his municipal finance career working for United States Congressman Michael Forbes and subsequently held analyst positions with the Albany County Comptroller’s Office and the New York Association of Homes & Services for the Aging (NYAHSA). Additionally, he previously worked for Deloitte as a Senior Consultant.

Joel graduated with a B.A. and an M.A. in Economics from The State University of New York – Albany, an M.B.A. from Wake Forest University, and a J. D. from the Charlotte School of Law. He has also earned a post-graduate certificate in Corporate Treasury Management from Duke University. Joel formerly served as the Vice Chairman of the Mecklenburg County Board of Equalization and Review having been appointed by the Mecklenburg County Board of County Commissioners. He is a member of the National Federation of Municipal Analysts (NFMA) and former Board Member for the Southern Municipal Finance Society (SMFS). Joel is a licensed attorney in the State of North Carolina.

Nuveen Asset Management and TIAA Investments are affiliate companies of Nuveen, LLC.

Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors.

All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.


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