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 The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.	Corporate Officer/Principal	-
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.	Portfolio Manager-Fixed Income	31/12/2012

All active positions of Dave Wilson

Former positions of Dave Wilson

Companies	Position	End
Cutwater Investor Services Corp. Cutwater Investor Services Corp. Investment ManagersFinance Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations.	Portfolio Manager-Fixed Income	30/12/2012
Thompson Financial Services Thompson Financial Services Financial ConglomeratesFinance Thompson Financial Services provides financial and tax preparation services. The private company is based in Ironton, OH.	Corporate Officer/Principal	-

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Training of Dave Wilson

State University of New York at Albany	Undergraduate Degree
Fordham University	Masters Business Admin

Experiences
Positions held

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Connections

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Linked companies

Private companies	4
Cutwater Investor Services Corp. Cutwater Investor Services Corp. Investment ManagersFinance Founded in 1990, Cutwater Investor Services Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of Cutwater Holdings LLC and their ultimate parent is MBIA, Inc. (NYSE: MBI). They manage fixed-income institutional funds, including MBIA's insurance-related investment portfolio, as well as those held by state and local government entities, school districts, municipalities, insurance companies, unions and corporations.	Finance
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.	Commercial Services
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.	Finance
Thompson Financial Services Thompson Financial Services Financial ConglomeratesFinance Thompson Financial Services provides financial and tax preparation services. The private company is based in Ironton, OH.	Finance

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