Katrina Schmaltz

Managing Director, Portfolio Strategist

Nuveen

Description

Katrina has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, she develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients. Prior to joining Nuveen, Katrina was a Portfolio Strategist at BlackRock working with wirehouse advisors in major metropolitan areas. She also worked in BlackRock’s separately managed account business, building customized investment solutions for high net worth individuals. Katrina started her career at Deloitte. Katrina graduated with a B.S. from Bucknell University. She holds the Chartered Financial Analyst® & CPA designations and is a member of CFA Society of New York.

Sessions

Topical Session: Portfolios and Policy, The Path Ahead
November 18, 2024
2:15 – 3:05 PM
Rio Mar 7-8
Topical SessionSponsored
Speakers
Bret Hester
General Counsel Business, Strategy, Policy & Operations, TIAA
Katrina Schmaltz
Managing Director, Portfolio Strategist, Nuveen
Speaker
Roger J. Best
President, University of Central Missouri