Karen is the manager of the Small Cap Value and Mid Cap Value Strategies and related institutional portfolios. She joined the team managing Small Cap Value in 2005 and she took over primary portfolio management responsibilities for Mid Cap Value in 2012. Prior to her management roles, she was responsible for equity research in the financial sector for the Small Cap Value team.
Karen began working in the financial industry and joined the firm in 1984 as an equity portfolio manager and equity research analyst. Before rejoining the firm in 1999, she served as an institutional portfolio manager and head of the fixed income group for the Ohio/Kentucky region at PNC Financial from 1989 to 1999. Karen also worked in equity research and fund management for PNC Financial and has been an adjunct associate professor at the University of Cincinnati, where she taught finance and economics.
Karen earned a B.S.B.A. and an M.B.A. from Xavier University and a J.D. from Salmon P. Chase College of Law. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
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Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.