Lei Liao
Corporate Officer/Principal chez NUVEEN DOW 30 DYNAMIC OVERWRITE FUND
Profil
Mr. Lei Liao, CFA MBA, is a Portfolio Manager at Teachers Advisors LLC and an Equity Index Portfolio Manager at TIAA-CREF Investment Management LLC.
He has portfolio management responsibilities for all equity index strategies, social choice equity portfolios, as well as some of the firm’s ETF product line.
Mr. Liao joined the firm in 2012 and began working in the investment industry in 2004.
He previously worked as Senior Equity Portfolio Manager at Northern Trust Corp.
Mr. Liao graduated with an M.B.A.
from the Ross Business School at the University of Michigan.
He also holds the CFA designation.
Postes actifs de Lei Liao
| Sociétés | Poste | Début |
|---|---|---|
| NUVEEN DOW 30 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
| NUVEEN S&P 500 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
| NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Teachers Advisors LLC
 Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Gestionnaire de Portefeuille-Actions | 01/03/2012 |
Anciens postes connus de Lei Liao
| Sociétés | Poste | Fin |
|---|---|---|
| Northern Trust Global Investments | Corporate Officer/Principal | 31/12/2011 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
World Asset Management, Inc.
 World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Corporate Officer/Principal | - |
Formation de Lei Liao
| Nankai University | Undergraduate Degree |
| Wayne State University (Michigan) | Graduate Degree |
| University of Michigan | Masters Business Admin |
| Stephen M. Ross School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |
| Northern Trust Global Investments | |
World Asset Management, Inc.
World Asset Management, Inc. Investment ManagersFinance World Asset Management Inc. (WAM) is a SEC-registered investment advisor and fund manager headquartered in Detroit, Michigan. The firm was founded in 1994 and is a subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). WAM provides passive investment options for corporations, municipalities, Taft-Hartley clients, endowments, foundations, hospitals, and private clients. The firm also serves as a sub-adviser to separately managed accounts and bank collective funds. | Finance |
Teachers Advisors LLC
Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Finance |
Nuveen Dow 30 Dynamic Overwrite Fund
 Nuveen Dow 30 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen Dow 30 Dynamic Overwrite Fund is a mutual fund closed-end investment trust. The company was founded on April 29, 2005 and is headquartered in Chicago, IL. | Miscellaneous |
Nuveen S&P 500 Dynamic Overwrite Fund
 Nuveen S&P 500 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen S&P 500 Dynamic Overwrite Fund operates as a closed-end investment fund. Its investment objective is to seek total return with less volatility than the S&P 500 Index. The company was founded on November 11, 2004 and is headquartered in Chicago, IL. | Miscellaneous |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 Nuveen NASDAQ 100 Dynamic Overwrite Fund Investment Trusts/Mutual FundsMiscellaneous Nuveen NASDAQ 100 Dynamic Overwrite Fund is a closed-end investment fund. Its investment objective is to seek attractive total return with less volatility than the Nasdaq 100 Index. The company was founded on January 30, 2007 and is headquartered in Chicago, IL. | Miscellaneous |
