Tanner Hoffman, CFA, is a seasoned finance professional currently serving as a Research Associate at Nuveen since May 2016. Prior experience includes working at Edward Jones as a BOA Trainee, where responsibilities involved assisting financial advisors with investment portfolios and client income solutions. Tanner also contributed as a Clayton Fund Portfolio Strategist and Investment Analyst at Freed-Hardeman University, managing a $1.1 million student-led investment portfolio. Early career experience includes a customer service role at Citizens State Bank of Loyal and internships focused on assisting in branch operations. Tanner holds a Bachelor’s Degree in Finance from Freed-Hardeman University and a Marketing Certificate from Northcentral Technical College.
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