Location San Francisco, California, United States Regions San Francisco Bay Area, West Coast, Western US Gender Male
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Jeffrey P. Cusack, CIMA is Executive Managing Director and National Sales Manager for Nuveen Investments LLC in the Wirehouse, Independent Broker Dealer and Registered Investment Advisor channels. Prior to that, he was President and Executive Managing Director at Tradewinds Global Investors LLC (A Nuveen Affiliate). Before joining Tradewinds in
2014, he was Managing Director with Nuveen overseeing the RIA business channel and the firm’s Alternative Investments Distribution. Prior to joining Nuveen Investments, Inc. he was President of Forward Management LLC in San Francisco. Jeffrey’s experience includes Executive Vice President, head of sales and marketing for JPMorgan Private Client Services, Senior Vice President and head of managed accounts for Charles Schwab, and Senior Vice President and Divisional Director of Smith Barney Consulting Group where he supported Financial Consultants serving high net worth investors and institutions. He is a Certified Investment Management Analyst and holds a BA in business administration from New England College.
