Client Portfolio Manager
Current
Sep 2024 - Present
AeroLeads people directory · profile
Michael Mullane, Cfa Email & Phone Number
Client Portfolio Manager
at
Harris | Oakmark
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Portfolio Manager
Location
Chicago, Illinois, United States
Company size
Who is Michael Mullane, Cfa? Overview
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Quick answer
Michael Mullane, Cfa is listed as Client Portfolio Manager at Harris | Oakmark, a with 238 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Michael Mullane, Cfa.
Michael Mullane, Cfa previously worked as Head of non-U.S. Client Portfolio Management - Nuveen Equities & Fixed Income at Nuveen, A Tiaa Company and Managing Director, Client Portfolio Manager at Nwq Investment Management Llc - A Nuveen Affiliate. Michael Mullane, Cfa holds Master Of Business Administration (Mba) With Distinction from University Of Warwick - Warwick Business School.
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Harris | Oakmark
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Profile bio
About Michael Mullane, Cfa
Accomplished investment professional and relationship manager with over two decades of global expertise spanning multiple asset classes. Skilled at navigating the intersection of investments, business development, client relations and business management. Proven ability to harness this breadth of experience to provide actionable investment insight and to build strong client relationships that lead to asset growth with new and existing clients.Previous experience :-Relationship ManagementClient Portfolio ManagementInvestment StrategistAsset AllocatorInvestment AnalystBusiness ManagerMy investment expertise and relationship building skills facilitated AUM growth and established trusted advisory relationships. Past successes have included :-Growing Global Equity assets eight-fold to $40bn; Japan Equity Assets to $2bn; and Cross Capital Structure Multi Asset strategies to $3bn. I have also strategically built and managed client facing teams and am dedicated to working across teams to deliver client impact and achieve business goals.I have driven go to market plans to raise assets in the institutional and wealth management spaces. I am also fluent in working with global organizations and clients, through living and working in the U.S., U.K., Mexico and Hong Kong and managing a global client base.Key Skills include :-Investment Strategy & Strategy-Agnostic Investment Insight & CommunicationSimplifying & Articulating Complex SolutionsBusiness Development & TransformationGlobal Relationship Building & Relationship Management Building & Leading Effective Teams Mentoring & Coaching Talent
Current workplace
Michael Mullane, Cfa's current company
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Harris | Oakmark
7 roles · 34 years
Michael Mullane, Cfa work experience
A career timeline built from the work history available for this profile.
Head Of Non-U.S. Client Portfolio Management - Nuveen Equities & Fixed Income
Transformed Nuveen’s Equities and Fixed Income business to diversify its client base and commercialize its value proposition which entailed revamping product positioning, marketing and overall business strategy for a global distribution force and clienteleIdentified and closed new business opportunities, and deepened institutional client relationships via in-depth client consultation, narrative design, and collaboration with portfolio management teamsIncreased awareness and refined the messaging of Nuveen’s Responsible Investment offering by working with portfolio managers and internal subject matter experts
May 2021 - May 2023
Managing Director, Client Portfolio Manager
Nwq Investment Management Llc - A Nuveen Affiliate
Led team of five client portfolio managers and managed 30+ institutional client relationships with a total of $10 billion AUM across consultant and direct channelsGrew NWQ’s nascent Fixed Income strategies to $3 billion in AUM and drove a 10-fold increase in Japan Equity AUM to $2 billion through relationship building, investment insight and strategy positioning, and client and conference conference presentationsMember of NWQ’s Investment Oversight Committee and Management Committee
Aug 2016 - Feb 2022
Managing Director - Client Portfolio Manager & Investment Strategist
Tradewinds Global Investors, Llc - A Nuveen Affiliate
Spearheaded an 8-fold increase in global and international equity AUM from $5 billion to $40 billion through thoughtful external communication, relationship building and expanding and diversifying from a single strategy to multiple strategiesMember of Tradewinds’ Investment Oversight Committee and Management CommitteeServed as an extension of the investment team, representing the firm externally to clients and prospects and internally to Nuveen Senior leadership, Heads of Distribution, and other business leadersDirected product management, positioning, and new product launches across all Tradewinds strategies, including US, International, Global, and Long-Short equitiesManaged through significant organizational change and investment challenges from 2012-2016, including the departure of the CIO/lead Portfolio Manager, subsequent firmwide portfolio underperformance and onboarding of new investment team
Apr 2005 - Aug 2016
International Equity Analyst
Oct 2003 - Apr 2005
Investment Strategist
Commerzbank Securities
European and Japan Equity Strategist
Jun 2000 - Aug 2003
Assistant Portfolio Manager & Trader
Rothschild Asset Management
1993 - 1997
~4 yrs
Team & coworkers
Colleagues at Harris | Oakmark
Other employees you can reach at harrisassoc.com. View company contacts for 238 employees →
JC
James Clarahan, Cfa
Colleague at Harris | OakmarkChicago, Illinois, United States
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MC
Mia Choi
Colleague at Harris | OakmarkGreater Chicago Area, United States
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CD
Carmen Darling
Colleague at Harris | OakmarkGreater Chicago Area, United States
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CA
Christine Altermatt, Cfa
Colleague at Harris | OakmarkGreater Chicago Area, United States
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LN
Lauren Northrop
Colleague at Harris | OakmarkGreater Chicago Area, United States
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AJ
Aileen Joseph
Colleague at Harris | OakmarkUnited States
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KB
Kyle Breen
Colleague at Harris | OakmarkChicago, Illinois, United States
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JG
John Graft
Colleague at Harris | OakmarkUnited States
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DN
Dane Nelson
Colleague at Harris | OakmarkChicago, Illinois, United States
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FC
Frank Carsello
Colleague at Harris | OakmarkWestern Springs, Illinois, United States
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James Clarahan, Cfa
Colleague at Harris | OakmarkChicago, Illinois, United States
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MC
Mia Choi
Colleague at Harris | OakmarkGreater Chicago Area, United States
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CD
Carmen Darling
Colleague at Harris | OakmarkGreater Chicago Area, United States
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CA
Christine Altermatt, Cfa
Colleague at Harris | OakmarkGreater Chicago Area, United States
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LN
Lauren Northrop
Colleague at Harris | OakmarkGreater Chicago Area, United States
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AJ
Aileen Joseph
Colleague at Harris | OakmarkUnited States
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KB
Kyle Breen
Colleague at Harris | OakmarkChicago, Illinois, United States
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JG
John Graft
Colleague at Harris | OakmarkUnited States
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DN
Dane Nelson
Colleague at Harris | OakmarkChicago, Illinois, United States
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FC
Frank Carsello
Colleague at Harris | OakmarkWestern Springs, Illinois, United States
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2 education records
Michael Mullane, Cfa education
Master Of Business Administration (Mba) With Distinction
Bachelor Of Science (Bs), Mathematics With Economics
FAQ
Frequently asked questions about Michael Mullane, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael Mullane, Cfa work for?
Michael Mullane, Cfa works for Harris | Oakmark.
What is Michael Mullane, Cfa's role at Harris | Oakmark?
Michael Mullane, Cfa is listed as Client Portfolio Manager at Harris | Oakmark.
Where is Michael Mullane, Cfa based?
Michael Mullane, Cfa is based in Chicago, Illinois, United States while working with Harris | Oakmark.
What companies has Michael Mullane, Cfa worked for?
Michael Mullane, Cfa has worked for Harris | Oakmark, Nuveen, A Tiaa Company, Nwq Investment Management Llc - A Nuveen Affiliate, Tradewinds Global Investors, Llc - A Nuveen Affiliate, and Merrill Lynch.
Who are Michael Mullane, Cfa's colleagues at Harris | Oakmark?
Michael Mullane, Cfa's colleagues at Harris | Oakmark include James Clarahan, Cfa, Mia Choi, Carmen Darling, Christine Altermatt, Cfa, and Lauren Northrop.
How can I contact Michael Mullane, Cfa?
You can use AeroLeads to view verified contact signals for Michael Mullane, Cfa at Harris | Oakmark, including work email, phone, and LinkedIn data when available.
What schools did Michael Mullane, Cfa attend?
Michael Mullane, Cfa holds Master Of Business Administration (Mba) With Distinction from University Of Warwick - Warwick Business School.
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