John S. White, Cfa®, Cfp® Email & Phone Number

United States

I provide advanced financial plans to successful individuals and families which encompass:• investment management• income tax planning• retirement planning• estate tax minimization

Chicago, Illinois

In this role, I focused on new products and enterprise-level initiatives, including:• Nuveen’s entry into the advisor-sold 529 college savings business • Custom, quantitative, tax-managed and ESG separate accounts• Integration of a new ETF team

Greater Chicago Area

I led product management for real estate, global infrastructure, commodity, equity, and fixed income products, including mutual funds, separate accounts, and collective investment trusts. These included development of alternative strategies including: flexible income, senior loan, long/short, real asset, and commodity funds.

Greater Chicago Area

In this role, I developed and launched over 25 mutual funds and 11 collective investment trusts, diversifying Nuveen's product line to include equity, fixed income, and asset allocation funds. I developed and launched over 25 mutual funds and 11 collective investment trusts, diversifying Nuveen's product line to include top performing equity, fixed income, and asset allocation funds. In support of the growing product line, I regularly presented to Nuveen's fund board and coordinated communications across the organization regarding product launches and updates.I also initiated and led the selection of a new collective investment trust (CIT) partner. Efforts resulted in• Nuveen was named Top Large Mutual Fund Company Award by Lipper in 2012• Mutual Fund assets increased organically from $12B to $26B • CIT assets increased line from $125M to $1.8B• We merged, repurposed, or liquidated over eleven funds

Greater Chicago Area

I hired and led a team of four professionals who analyzed customer behavior to support strategic planning, campaign management, territory management, and resource allocation. Under my leadership, the team also developed digital tools to inform salespeople at point of sale and to prioritize and track sales efforts, and we established a new data management function.

I chaired the DM Days annual convention planning committee

Greater Chicago Area

I conducted research into retirement trends and managed survey and focus group research projects, including reports to senior management.

Education record

Master'S Degree, History

Bachelor'S Degree, History

Certificate, Integrated Marketing Communications