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Timothy R. Schwertfeger
Founder at
Chicago Scholars Foundation
Profile
Timothy R.
Schwertfeger is the founder of Chicago Scholars Foundation (1996).
He is currently a Director at Hubbard Street Dance Chicago, Inc., Evergreen Climate Innovation, LEAP Innovations, and Kids First Chicago.
Mr. Schwertfeger's former positions include Chairman & Chief Executive Officer at Nuveen Investments, Inc. (1996-2007), Chairman & Chief Executive Officer at Nuveen Fund Advisors LLC (1996-2008), President & Chairman at Nuveen Insured Calif Premium Income Municipal Fund 2, Inc. (2010), Chairman at Nuveen Municipal Opportunity Fund, Inc., Chairman at Nuveen Municipal Market Opportunity Fund, Inc. (1996-2008), Chairman at Nuveen Premium Income Municipal Fund 2, Inc., Chairman at Nuveen Premium Income Municipal Fund, Inc., Chairman at Rittenhouse Asset Management, Inc. (1996-2008), Chairman at Nuveen Dividend Advantage Municipal Fund 2, Chairman at Nuveen Real Estate Income Fund, Chairman at Nuveen Preferred & Income Securities Fund, Chairman at Nuveen Tax-Advantaged Total Return Strategy Fund, and Chairman at Nuveen Securities LLC (1996-2008).
He was also Chairman at Nuveen Municipal High Income Opportunity Fund 2 (2007-2008), Chairman at Nuveen Credit Strategies Fund, Chairman at Nuveen Municipal High Income Opportunity Fund 3, and Chairman at Nuveen Connecticut Municipal Income Opportunity Fund.
Timothy R. Schwertfeger active positions
| Companies | Position | Start |
|---|---|---|
Evergreen Climate Innovation
 Evergreen Climate Innovation Miscellaneous Commercial ServicesCommercial Services Provides business support services | Director/Board Member | - |
LEAP Innovations
 LEAP Innovations Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides learning services | Director/Board Member | - |
Hubbard Street Dance Chicago, Inc.
 Hubbard Street Dance Chicago, Inc. Movies/EntertainmentConsumer Services Operates dance company | Director/Board Member | - |
Chicago Scholars Foundation
 Chicago Scholars Foundation Miscellaneous Commercial ServicesCommercial Services Provides leadership development program | Founder | 1995-12-31 |
Kids First Chicago
 Kids First Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization which provides education support services brown people | Director/Board Member | - |
Former positions of Timothy R. Schwertfeger
| Companies | Position | End |
|---|---|---|
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Chairman | 2008-12-30 |
Nuveen Securities LLC
 Nuveen Securities LLC Investment ManagersFinance Provides investment management services | Chairman | 2008-07-10 |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Provides fund management services | Chairman | 2008-06-29 |
Nuveen Municipal High Income Opportunity Fund 2
 Nuveen Municipal High Income Opportunity Fund 2 Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Chairman | 2008-06-29 |
| ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░░ | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
74
1st degree connections
22
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 22 |
|---|---|
Nuveen Insured Calif Premium Income Municipal Fund 2, Inc.
 Nuveen Insured Calif Premium Income Municipal Fund 2, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Municipal Opportunity Fund, Inc.
 Nuveen Municipal Opportunity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Investment ManagersFinance Provides investment management and related services to institutional & individual investors | Finance |
Nuveen Municipal Market Opportunity Fund, Inc.
 Nuveen Municipal Market Opportunity Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Premium Income Municipal Fund 2, Inc.
 Nuveen Premium Income Municipal Fund 2, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Premium Income Municipal Fund, Inc.
 Nuveen Premium Income Municipal Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Rittenhouse Asset Management actively manages equity, balanced and fixed-income portfolios concentrating on high quality, large-cap growth stocks and high-grade, intermediate-term bonds. Rittenhouse's Large-Cap Growth strategy focuses on large-cap companies with sustainable earnings growth, industry leadership, financial strength and proven management teams. They utilize a collaborative, team-oriented approach to stock selection and portfolio construction. Portfolio managers and research analysts perform disciplined, rigorous bottom-up fundamental research, seeking investment opportunities likely to deliver earnings growth and price appreciation over time. Stocks are monitored for changes to their risk-reward profiles and new investment opportunities. Portfolios are invested 95% or more in equities and contain 30 to 50 companies diversified by both sector and industry. The benchmark is the Russell 1000 Growth and the S&P 500. Rittenhouse's Large-Cap Balanced portfolio combines their growth equity discipline with a selection of quality fixed-income securities to provide further risk management. Their fixed-income research process determines their economic outlook and interest rate expectations and positions the portfolio accordingly with respect to average maturity and duration. Balanced portfolios generally maintain a 65 to 75 percent weighting in equities, including 30 to 50 companies diversified by sector and industry and high-quality, short- to intermediate-term bonds with maturities limited to 10 years. Benchmarks used include 65% Russell 1000 Growth/35% Lehman Brothers Government/Credit Intermediate Bond and 65% S&P 500/35% Lehman Brothers Government/Credit Intermediate Bond. | Finance |
Nuveen Dividend Advantage Municipal Fund 2
 Nuveen Dividend Advantage Municipal Fund 2 Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Preferred & Income Securities Fund
 Nuveen Preferred & Income Securities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Securities LLC
Nuveen Securities LLC Investment ManagersFinance Provides investment management services | Finance |
Nuveen Municipal High Income Opportunity Fund 2
Nuveen Municipal High Income Opportunity Fund 2 Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Credit Strategies Fund
 Nuveen Credit Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Municipal High Income Opportunity Fund 3
 Nuveen Municipal High Income Opportunity Fund 3 Nuveen Municipal High Income Opportunity Fund 3 is a closed-end investment management company. The fund's primary objective is to provide attractive income exempt from regular federal income tax. The fund invests at least 95% of its managed assets in municipal securities and related instruments that are exempt from federal income tax. The fund invests at least 50% of its assets in investment grade quality securities. Leverage accounts for approximately 35% of the fund's managed assets. Nuveen Asset Management is the fund's adviser. Nuveen Municipal High Income Opportunity Fund 3 was organized in September 2007 and is headquartered in Chicago, IL. | |
Nuveen Connecticut Municipal Income Opportunity Fund
 Nuveen Connecticut Municipal Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Real Estate Income Fund
 Nuveen Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Tax Advantaged Total Return Strategy Fund
 Nuveen Tax Advantaged Total Return Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nuveen Fund Advisors LLC
Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Provides fund management services | Finance |
Hubbard Street Dance Chicago, Inc.
Hubbard Street Dance Chicago, Inc. Movies/EntertainmentConsumer Services Operates dance company | Consumer Services |
Evergreen Climate Innovation
Evergreen Climate Innovation Miscellaneous Commercial ServicesCommercial Services Provides business support services | Commercial Services |
LEAP Innovations
LEAP Innovations Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides learning services | Commercial Services |
Chicago Scholars Foundation
Chicago Scholars Foundation Miscellaneous Commercial ServicesCommercial Services Provides leadership development program | Commercial Services |
Kids First Chicago
Kids First Chicago Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization which provides education support services brown people | Commercial Services |
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