Dave Wilson

Corporate Officer/Principal at

The New York Society of Security Analysts, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. David R.
Wilson, CFA MBA, is a Head of Global Fixed Income Client Portfolio Management at Nuveen Asset Management LLC and a Member at The New York Society of Security Analysts, Inc. Mr. Wilson oversees taxable fixed income client portfolio management at the firm.
He is responsible for delivering the firm’s broad fixed income capabilities to institutions and individuals globally.
Mr. Wilson began working in the financial services industry in 1998.
Prior to joining the firm in 2013, he served as managing director and head of customized strategies at Cutwater Asset Management, where he executed over $100 billion of customized fixed income mandates.
His background also includes structuring and managing customized liability driven investment strategies, derivative overlays, hedging programs and outcome-oriented multi-asset strategies.
Mr. Wilson graduated with a B.A. in Economics from the University of Albany and an M.B.A. in Finance from Fordham University.
He holds the CFA designation.

Dave Wilson active positions

Companies	Position	Start
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street	Corporate Officer/Principal	-
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Portfolio Manager-Fixed Income	2012-12-31

All active positions of Dave Wilson

Former positions of Dave Wilson

Companies	Position	End
Cutwater Investor Services Corp. Cutwater Investor Services Corp. Investment ManagersFinance Cutwater Investor Services specializes in fixed-income asset management. The firm offers traditional fixed-income investment strategies and manages investments in structured finance securities. Cutwater's Traditional Strategies Group provides retail and institutional investors with investment services ranging from money market vehicles to broad multi-sector fixed-income strategies. Their take a long-term approach to identifying value in the fixed-income markets. Cutwater offer traditional fixed-income strategies in the following formats: separate accounts, institutional funds and retail mutual funds. These strategies include: (1) Local Government Investment Pools (2) Total Return (3) Insurance and Tax Efficient and (4) Bonds Funds. Cutwater's Local Government Investment Pools focus on safety, liquidity and yield for investment of public funds. These strategies involve active management of portfolio exposures to maximize risk-adjusted returns. The firm's Insurance and Tax Efficient strategies provide exposures managed to match liabilities or maximize after-tax returns. Their Bond Funds are income-focused, closed-end funds managed with the goal of providing a high level of income. Cutwater's structured finance strategies include: (1) Alternative Products/Funds (2) CDO Management (3) liability-Driven Investments and (4) Structured Funding Platforms. The firm's Alternative Products/Funds employ opportunistic strategies that seek attractive relative value and risk-adjusted returns through investments in ABS. They are a leader in leader in the purchase, structuring and management of complex CDOs. The firm employs proprietary models to manage Liability Driven Investing (LDI) strategies for a diverse client base. Cutwater manages structured finance platforms off a single, integrated desk, providing clients and investors with structuring, marketing and management across a range of industry sectors including bank/finance, structured/ABS, CDO/CSOs and public funding.	Portfolio Manager-Fixed Income	2012-12-30
Thompson Financial Services Thompson Financial Services Financial ConglomeratesFinance Provides financial and tax preparation services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Thompson Financial Services Thompson Financial Services Financial ConglomeratesFinance Provides financial and tax preparation services	Finance
Cutwater Investor Services Corp. Cutwater Investor Services Corp. Investment ManagersFinance Cutwater Investor Services specializes in fixed-income asset management. The firm offers traditional fixed-income investment strategies and manages investments in structured finance securities. Cutwater's Traditional Strategies Group provides retail and institutional investors with investment services ranging from money market vehicles to broad multi-sector fixed-income strategies. Their take a long-term approach to identifying value in the fixed-income markets. Cutwater offer traditional fixed-income strategies in the following formats: separate accounts, institutional funds and retail mutual funds. These strategies include: (1) Local Government Investment Pools (2) Total Return (3) Insurance and Tax Efficient and (4) Bonds Funds. Cutwater's Local Government Investment Pools focus on safety, liquidity and yield for investment of public funds. These strategies involve active management of portfolio exposures to maximize risk-adjusted returns. The firm's Insurance and Tax Efficient strategies provide exposures managed to match liabilities or maximize after-tax returns. Their Bond Funds are income-focused, closed-end funds managed with the goal of providing a high level of income. Cutwater's structured finance strategies include: (1) Alternative Products/Funds (2) CDO Management (3) liability-Driven Investments and (4) Structured Funding Platforms. The firm's Alternative Products/Funds employ opportunistic strategies that seek attractive relative value and risk-adjusted returns through investments in ABS. They are a leader in leader in the purchase, structuring and management of complex CDOs. The firm employs proprietary models to manage Liability Driven Investing (LDI) strategies for a diverse client base. Cutwater manages structured finance platforms off a single, integrated desk, providing clients and investors with structuring, marketing and management across a range of industry sectors including bank/finance, structured/ABS, CDO/CSOs and public funding.	Finance
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
State University of New York at Albany State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street	Commercial Services
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Finance