Dan leads the municipal fixed income strategic direction and investment perspectives for Nuveen. Dan serves as lead portfolio manager for high-yield municipal strategies, along with tax-exempt and taxable municipal strategies that include customized institutional portfolios, open-end funds and closed-end funds. Prior to his current role, in 2010, Dan helped establish and expand the platform as Head of Taxable Municipals, and he has deep experience serving clients worldwide.
Dan helps set the direction for custom fixed income solutions and asset allocation across multisector portfolios. As a leading expert on taxable municipals, Dan serves as a trusted voice on the complexities of the taxable municipal market. After joining Nuveen in 2000, Dan was a municipal fixed income research analyst covering the corporate-backed, energy, transportation and utility sectors. Dan began working in the investment industry in 1998 as an analyst at Banc of America Securities.
Dan graduated with a BS in Business from Miami University (Oxford, Ohio) and an MBA from the J.L. Kellogg School of Management at Northwestern University. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Chicago.
Website: www.nuveen.com
