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Naam | Titel | Sinds | Tot |
---|---|---|---|
Evan F. Staples | - | 2022 | now |
Biografie | Evan is a portfolio manager and research analyst for Nuveen’s equities team. He manages core and value-focused equities strategies and related institutional portfolios. As a senior research analyst, Evan specializes in the financial sector including banks and large diversified financial companies. Evan also provides additional analytical coverage for the Santa Barbara Asset Management dividend growth strategies. Prior to joining the firm in 2010, Evan was a senior research associate at RBC Capital Markets where he performed fundamental equities research on regional banks and specialty finance companies. Previously, Evan served as a finance instructor at St. Cloud State University. He began his career in the investment industry in 2005. Evan graduated with a B.S. in Real Estate Finance and Investing and an M.B.A., with an emphasis on Finance, from St. Cloud State University. He holds the CFA® designation. | ||
Valerie Grant | Portfolio Manager | 2022 | now |
Susan Kempler | Managing Director | 2005 | 2022 |
Biografie | Kempler is a Managing Director and portfolio manager with Teachers Advisors, LLC. She joined TIAA-CREF in 2005 and was previously a portfolio manager at Jennison Associates from 2000 to 2005. Prior to that, Susan was at Citigroup Asset Management from 1997-2005. | ||
Thomas M. Franks | CIO (Chief Investment Officer) | 2010 | 2013 |
Biografie | Franks is a managing director with TIAA-CREF, his employer since 2001. He is a Head of Global Equity Portfolio Management from 2009 to 2014 and a CIO of Global Equity from 2014 to Present. Previously, Franks was a financial planner/investment analyst with Professional Planners. Prior to that, Franks was a financial analyst with UGI Development Company. Franks has more than 17 years of investment experience.He is a member of the Bank and Financial Analysts Association of New York and the Pittsburgh Society of Financial Analysts. | ||
William M. Riegel | Managing Director | 2005 | 2009 |
Biografie | Riegel is managing director with TIAA, his employer since 1999. Previously, Riegel was a vice president and senior equity portfolio manager with J.P. Morgan Investment Management since 1979. He joined the company as a management trainee and then became a research analyst, specializing in energy and machinery companies. He began managing portfolios in 1987. | ||
Management Team | - | 1999 | 2005 |
Biografie | Team Managed |
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