Brian L Bere

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

• 04/2022 → Present
  Nuveen Securities, Llc
  San Francisco, CA
• 08/2019 → 03/2022
  Lewan Technology
  Denver, CO
• 02/2016 → 02/2019
  Sierra Forest Products
  Denver, CO
• 02/2019 → 08/2019
  Unemployed
  Denver, CO
• 07/2022 → Present
  Nuveen Asset Management, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30