Lori A. McDonald
Analyst-Fixed Income at Nuveen Asset Management LLC
Profile
Ms. Lori A.
McDonald is a Senior Research Analyst at Nuveen Asset Management LLC.
She is responsible for conducting fundamental credit analysis and contributing to relative value assessments with portfolio managers and traders.
She is assigned to the tax-backed sector, covering issuers in the Western and Southwestern regions.
Ms. McDonald started working in the financial services industry in 1999.
Prior to her current role, she spent five years as a unit trust credit analyst with Van Kampen Investments, responsible for the selection, monitoring, and supervision of both fixed income and equity unit trusts.
Previously, she worked as a professional liability underwriter at Chubb Insurance Company and also as a sell side analyst at A.G.
Edwards & Sons.
Ms. McDonald earned a B.B.A.
and M.B.A.
in finance from Loyola University, Chicago.
Lori A. McDonald active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Fixed Income | 31/12/2010 |
Former positions of Lori A. McDonald
| Companies | Position | End |
|---|---|---|
Chubb Insurance Company of Canada
 Chubb Insurance Company of Canada Specialty InsuranceFinance Chubb Insurance Co. of Canada provides personal & business insurance solutions. It offers condominium, automobile, home, personal and business insurance in the fields of energy, telecommunications, life sciences, film, video and technology. The company was founded in 1882 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Van Kampen Investments, Inc.
 Van Kampen Investments, Inc. Investment ManagersFinance Van Kampen Investments, Inc. operated an investment management company that offered management and supervision of assets, open-end and closed-end mutual funds, unit investment trusts, retirement products and investment platforms. It was founded in 1968 and was headquartered in Oakbrook Terrace, IL. | Corporate Officer/Principal | - |
Training of Lori A. McDonald
| Loyola University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Van Kampen Investments, Inc.
Van Kampen Investments, Inc. Investment ManagersFinance Van Kampen Investments, Inc. operated an investment management company that offered management and supervision of assets, open-end and closed-end mutual funds, unit investment trusts, retirement products and investment platforms. It was founded in 1968 and was headquartered in Oakbrook Terrace, IL. | Finance |
Chubb Insurance Company of Canada
Chubb Insurance Company of Canada Specialty InsuranceFinance Chubb Insurance Co. of Canada provides personal & business insurance solutions. It offers condominium, automobile, home, personal and business insurance in the fields of energy, telecommunications, life sciences, film, video and technology. The company was founded in 1882 and is headquartered in Toronto, Canada. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
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 |
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