NEW YORK, NY, October 11, 2022 – The Money Management Institute (MMI) announced today that Jeff Carlin, Senior Managing Director and Global Head of Wealth Advisory Services at Nuveen, has been awarded its prestigious 2022 MMI Industry Leadership Award. The official recognition will take place during the 2022 MMI Annual Conference on Thursday, October 20th in Nashville.
“It is with great pleasure that we recognize Jeff with this year’s MMI Industry Leadership Award for all his hard work and dedication within the asset and wealth management industry,” said Craig Pfeiffer, President and CEO, MMI. “Known as the Pioneer Award before 2019, this recognition is now in its 25th year, honoring a select group of individuals with visionary leadership and accomplishments that inspire their colleagues. Jeff encompasses all these qualities and has earned deserving respect across the industry.”
Jeff is also a member of the Nuveen Senior Leadership Team, which contributes to the overall strategy, leads firm initiatives, and is accountable for the operating results of the $1.1T diversified global investment manager. Jeff has held various roles at Nuveen, including Head of Distribution for structured products and National Sales Manager for the wirehouse and private wealth channels and he is also a member of Nuveen’s Inclusion and Diversity council.
“I am grateful to MMI for this significant honor and deeply appreciative of the support given to me by my colleagues at Nuveen,” said Mr. Carlin. “It is my honor to join the distinguished group of past honorees, all of whom share MMI’s commitment to the advisory industry and to helping investors achieve their financial goals and dreams.”
Before Nuveen, Mr. Carlin led the distribution effort for the pioneering ETF issuer, IndexIQ and led the managed accounts business at Charles Schwab & Co. He held various leadership roles at MMI and was previously a member of the MMI Board of Governors, Co-Chair of the Distribution & Sales Community, Co-Chair of the Distribution Leadership Forum and a member of the Social Justice Advisory Council. He is a past Board Member of Investments and Wealth Institute (formerly IMCA). He is an emeritus Board member of the Olympic Club Foundation, which supports and encourages participation of Bay Area youth in amateur athletics to develop future leaders.
About the Money Management Institute (MMI):
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership. MMI member firms are dedicated to helping individual and institutional investors, at every level of assets, plan for and fulfill their financial goals. For more information, visit www.MMInst.org.
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.1 trillion in assets under management as of 30 Jun 2022 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit www.nuveen.com.
Kelly Caporale, Money Management Institute, email@example.com, (646) 868-8514