Michael Mullane, CFA

Michael Mullane, CFA

Assistant Portfolio Manager & Trader

Followers of Michael Mullane, CFA713 followers
location of Michael Mullane, CFAChicago, Illinois, United States

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  • Timeline

  • About me

    Client Portfolio Manager, Investment Strategist & Business Builder. Deep expertise in equities, fixed income, listed real assets & responsible investing.

  • Education

    • University of East Anglia

      -
      Bachelor of Science (BS) Mathematics with Economics
    • University of Warwick - Warwick Business School

      -
      Master of Business Administration (MBA) with Distinction
  • Experience

    • Rothschild Asset Management

      Jan 1993 - Jan 1997
      Assistant Portfolio Manager & Trader
    • Commerzbank Securities

      Jun 2000 - Aug 2003
      Investment Strategist

      European and Japan Equity Strategist

    • Merrill Lynch

      Oct 2003 - Apr 2005
      International Equity Analyst
    • Tradewinds Global Investors, LLC - A Nuveen Affiliate

      Apr 2005 - Aug 2016
      Managing Director - Client Portfolio Manager & Investment Strategist

      Spearheaded an 8-fold increase in global and international equity AUM from $5 billion to $40 billion through thoughtful external communication, relationship building and expanding and diversifying from a single strategy to multiple strategiesMember of Tradewinds’ Investment Oversight Committee and Management CommitteeServed as an extension of the investment team, representing the firm externally to clients and prospects and internally to Nuveen Senior leadership, Heads of Distribution, and other business leadersDirected product management, positioning, and new product launches across all Tradewinds strategies, including US, International, Global, and Long-Short equitiesManaged through significant organizational change and investment challenges from 2012-2016, including the departure of the CIO/lead Portfolio Manager, subsequent firmwide portfolio underperformance and onboarding of new investment team Show less

    • NWQ Investment Management LLC - A Nuveen Affiliate

      Aug 2016 - Feb 2022
      Managing Director, Client Portfolio Manager

      Led team of five client portfolio managers and managed 30+ institutional client relationships with a total of $10 billion AUM across consultant and direct channelsGrew NWQ’s nascent Fixed Income strategies to $3 billion in AUM and drove a 10-fold increase in Japan Equity AUM to $2 billion through relationship building, investment insight and strategy positioning, and client and conference conference presentationsMember of NWQ’s Investment Oversight Committee and Management Committee Show less

    • Nuveen, a TIAA company

      May 2021 - May 2023
      Head of non-U.S. Client Portfolio Management - Nuveen Equities & Fixed Income

      Transformed Nuveen’s Equities and Fixed Income business to diversify its client base and commercialize its value proposition which entailed revamping product positioning, marketing and overall business strategy for a global distribution force and clienteleIdentified and closed new business opportunities, and deepened institutional client relationships via in-depth client consultation, narrative design, and collaboration with portfolio management teamsIncreased awareness and refined the messaging of Nuveen’s Responsible Investment offering by working with portfolio managers and internal subject matter experts Show less

    • Harris | Oakmark

      Sept 2024 - now
      Client Portfolio Manager
  • Licenses & Certifications

    • Private Markets and Alternative Investments Certificate

      CFA Institute
      Oct 2023
      View certificate certificate
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Series 63

      FINRA
    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
    • Series 24

      FINRA
    • Series 7

      FINRA