Jeff Sun, CFA, currently serves as a Portfolio Manager at Nuveen, a TIAA company, since January 2022, focusing on multi-asset research, portfolio construction, and trading. Prior to this role, Jeff was the Head of Goals-Based Investment Research at QS Investors, LLC, where responsibilities included target date, 529 plans, and liability-driven investing from September 2015 to January 2022. Additionally, Jeff held positions as a Senior Research Analyst at QS Investors, focusing on alpha research and tactical asset allocation, and as a Quantitative Researcher at Credit Suisse, specializing in alternative liquid trading strategies. Earlier in the career, Jeff worked at J.P. Morgan Asset Management as a Quantitative Research Analyst, where contributions were made to multi-asset solutions. Jeff earned a Bachelor of Arts in Mathematics and Economics from Boston College in 2009.
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