Matthew Obrien White

Employer firm

Nuveen Asset Management, LLC CRD 155584

$280B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Nuveen Securities, Llc
  Chicago, IL
• 05/2013 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Other Businesses

Name: Chartered Alternative Investment Analyst Association Position: Associate Nature: financial industry professional association for holders of CAIA designation Investment Related: No Hours: 1 hour per week Securities Trading Hours: 0 Start Date: 02/21/2023 Address: 11 AMITY ST, AMHERST MA 01002 Description: I'll be helping to plan networking events /educational events for members of the local Chicago Chapter of the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-05
• S63 Uniform Securities Agent State Law Examination
  2011-11-10