Mike Perry

Head of Global Client Group at Nuveen

Mike Perry is the Head of Global Client Group at Nuveen. Prior to this, they served as Executive Vice President, Head of Global Product, responsible for driving a consistent, global viewpoint and strategy across all aspects of product creation and management. Mike also led Structured Products and Alternative Investments, responsible for building and growing the closed-end fund and alternative investment businesses.

Previously, Mike was Managing Director, Head of Product, Advice and Solutions at UBS Wealth Management Americas, an executive committee member responsible for product, advice and solutions capabilities for a wealth manager with more than $1 trillion under management. Mike oversaw all fee-based advisory programs, mutual funds, alternative investments, manager research, discretionary portfolio management, annuity and life insurance, and the UBS Trust Company.

Before that, Mike was Managing Director, Head of Managed Solutions and Capital Markets at Merrill Lynch from 1995 to 2009. In this role, they were responsible for developing and managing Merrill Lynch's managed account program and capital markets research.

Mike began their career at AT&T in 1989 as a Major Account Manager. Mike held this position until 1994 when they left to join Merrill Lynch.

Mike Perry has a Master of Business Administration (M.B.A.) in Finance from New York University - Leonard N. Stern School of Business, and a B.S. in Industrial and Operations Engineering from University of Michigan College of Engineering. Mike also has certification from FINRA in Series 4, 7, 9, 10, 24, 63.

They are on a team with William T. Huffman - Head of Equities & Fixed Income, Loran Shanahan - Chief Administrative Officer, and Deann Morgan - Head of Global Product. Their manager is Jose Minaya, CEO.

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Timeline

  • Head of Global Client Group

    Current role

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