Stephen is a portfolio manager for the Municipal Fixed Income Team. He manages the Maryland Municipal Bond and Virginia Municipal Bond products and related institutional portfolios and various closed-end funds.
Stephen started working in the financial services industry in 1996 when he joined the firm in the Unit Trust Division. Prior to his current role as a portfolio manager, he was a vice president and senior research analyst specializing in high yield sectors including land secured credits, project finance and housing. Prior to the research team, Stephen was an assistant vice president for Nuveen’s Global Structured Products team beginning in 2005. He also served as the manager of the Fixed Income Unit Trust Product Management and Pricing Group starting in 2001 and prior to that held positions as an equity research analyst and fixed income pricing analyst.
Stephen earned a B.S. in finance from Miami University in Ohio and an M.B.A. in finance with honors as a member of Beta Gamma Sigma from the University of Illinois-Chicago. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Chicago.
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Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.