Carl Katerndahl is Head of U.S. Advisory Services for Nuveen.
Previously Carl was Head of Global Retail Distribution. Prior to that, Carl led institutional, global and defined contribution investment only (DCIO) efforts. Before joining Nuveen he was a partner at NWQ Investment Management and a founder of The Forward Funds. Carl also held portfolio management and advisory roles at leading wire houses including Merrill Lynch and Morgan Stanley.
Carl is a committee member of the Investment Company Institute and a board member of the Money Management Institute. He also serves on the charitable board of Invest In Others and St. Ignatius College Prep in San Francisco. Carl earned a bachelor’s degree in international business from University of the Pacific.