Edward N Lamson

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

• 05/2015 → Present
  Nuveen Securities, Llc
  Overland Park, KS
• 03/2013 → 12/2021
  Santa Barbara Asset Management, Llc
  Chicago, IL
• 01/2022 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2013-03-08 → 2021-12-31
  Santa Barbara Asset Management, Llc
  Los Angeles, CA
  Chicago, IL
• 2011-09-01 → 2015-01-20
  Nuveen Asset Management, Llc
  Chicago, IL
• 2010-01-13 → 2011-09-01
  Nuveen Fund Advisors, Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-16
• S65 Uniform Investment Adviser Law Examination
  2010-01-12

Other Names

• Ted Lamson