| Fund Inception | 03/28/2006 |
| Name of Issuer | Nuveen |
| Fund Advisor(s) | Nuveen Fund Advisors, LLC. |
| Sub-Advisor(s) | Nuveen Asset Management, LLC |
Fund Managers for NSBRX
David Chalupnik
Portfolio Manager since 06/10/2019
David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies.
Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984.
David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute.
David Park
Portfolio Manager since 06/10/2019
David Park joined Santa Barbara Asset Management in 2011.
Prior to joining the firm, Mr. Park was an Equity Analyst at HighMark Capital Management, focusing on consumer, technology, telecom and industrials. Preceding this, he held several positions in finance and transactions as a Manager for M&A Transaction Support at Ernst & Young, Senior Analyst at Move, Inc. and as a Senior Associate at PricewaterhouseCoopers. Mr. Park received a B.A. from the University of California, Los Angeles and an MBA from New York University, Leonard N. Stern School of Business. Mr. Park holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Charles Carr
Portfolio Manager since 04/30/2026
Charles Carr is a managing director and active equity portfolio manager for the TIAA organization. Mr. Carr manages a domestic large-cap value equity portfolio against the Russell 1000 Value Index. He joined the TIAA organization in 2014. Prior to joining TIAA, he spent 11 years at value-oriented hedge funds (Elm Ridge Capital, Fine Capital Partners, Alson Capital, and Estekene Capital) and another 9 years as an equity analyst on the buy-side at Bernstein Investment Research and Management. Mr. Carr earned a B.B.A. in Finance from The College of William and Mary and holds the Chartered Financial Analyst (CFA) designation.
