Jeff Carlin is Global Head of Wealth Advisory Services at Nuveen. In this role, he is responsible for leading the placement, distribution and support of all products through the wealth distribution channel. Jeff is also a member of Nuveen's business leadership team, which directs overall strategy, leads firm initiatives, and is accountable for the business results of combined product and distribution teams, working closely with Nuveen affiliates to support and execute on our collective goals.
He has held various roles at Nuveen, including Head of US Wealth Advisory Services and Head of Distribution for Structures Products and National Sales Manager for the wirehouse and private wealth channels. Prior to joining Nuveen, he was the national sales manager for IndexIQ, a leading innovator of alternative investment ETFs. Before that, he was responsible for the managed accounts business at Charles Schwab & Co., and regional director in northern California for Smith Barney's Consulting Group.
Jeff graduated with a BS in Business Administration, with an emphasis in Finance and Real Estate, from San Diego State University. He is a member of the Money Management Institute (MMI) and is a member of the Board of Governors. He is also a member of the Investment Management Consultants Association (IMCS). Jeff holds the CFA designation and is a member of the CFA Institute.