Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description |
| 2006-06-27 | David J. Kundert - Retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-06-27 | David J. Kundert Board Term: Annual or Director, Northwestern 173 See c/o Nuveen Member Class II Board Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2007-08-22 | Board Members who are not interested persons of the Fund: David J. Kundert - no shares owned, no technical background mentioned. |
| 2008-05-16 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive Vice President, Bank One Corporation; member of Wisconsin Bar Association. |
| 2009-06-18 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group. |
| 2010-06-18 | Mr. Kundert has a Bachelor of Arts degree and a Juris Doctor. His career is in financial services and law, with no mention of programming or technical skills. |
| 2011-06-22 | Mr. Kundert...retired as Chairman of JPMorgan Fleming Asset Management...started his career as an attorney...received his Juris Doctor from Valparaiso University. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. His career is in finance and law. |
| 2013-06-27 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association; received Juris Doctor from Valparaiso University. |
| 2014-06-16 | David J. Kundert retired as Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree; no mention of software or technical skills. |
| 2015-07-01 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Juris Doctor from Valparaiso University. |
| 2016-06-24 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation. |
| 2017-06-23 | Retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert Board Term: Annual Retired (2004) as 153 See c/o Nuveen Member Length of Service: Chairman, JPMorgan Principal Investments, Inc. Since 2005 Fleming Asset Occupation 333 West Wacker Drive Management, Description Chicago, IL 60606 President and CEO, |
| 2006-10-03 | David J. Kundert Board Term: Annual or as Retired (2004) as 165 See c/o Nuveen Member a Class II Board Chairman, JPMorgan Principal Investments, Inc. Member until 2008 Fleming Asset Occupation |
| 2007-08-22 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management. |
| 2008-10-10 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors Corporation; Executive Vice President, Bank One Corporation. |
| 2009-10-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; Executive Vice President, Bank One Corporation; member of Wisconsin Bar Association. |
| 2010-10-20 | Retired Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree; no indication of software or programming skills. |
| 2011-10-14 | Retired Chairman of JPMorgan Fleming Asset Management; Juris Doctor from Valparaiso University. |
| 2013-10-17 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association. |
| 2014-06-16 | Formerly Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; member of Wisconsin Bar Association. |
| 2015-10-07 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association. |
| 2016-10-06 | Formerly, Chairman of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| 2017-10-04 | Retired as Chairman of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert Board Term: Annual Retired (2004) as 153 See c/o Nuveen Member Length of Service: Chairman, JPMorgan Principal Investments, Inc. Since 2005 Fleming Asset Occupation 333 West Wacker Drive Management, Description Chicago, IL 60606 President and CEO, (10/28/42) Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2007-08-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual (if elected) Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 174 portfolios overseen. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members: $144,759. |
| 2007-11-15 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2008 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 175 See Principal Occupation Description |
| 2008-10-10 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Investment Committee Greater Milwaukee Foundation. 186 See Principal Occupation Description |
| 2009-10-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $128,240 |
| 2010-10-20 | David J. Kundert* c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; Prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. 204 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $ 252,913 |
| 2011-10-14 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member, Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. 245 N/A |
| 2012-10-16 | David J. Kundert (10/28/42) - Board Member. Director, Northwestern Mutual Wealth Management Company. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $244,966. |
| 2013-10-17 | David J. Kundert is a Board Member. He serves on the Audit Committee and Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $267,712. |
| 2014-06-16 | David J. Kundert (1942) - Board Member. Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; member of the Board of Directors (Milwaukee), College Possible. Compensation from Nuveen Funds: $311,158. |
| 2015-10-07 | David J. Kundert, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2005; Former Chairman, JPMorgan Fleming Asset Management; Member of the Audit Committee; Member of the Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $305,850. |
| 2016-10-06 | David J. Kundert is Board Member. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: David J. Kundert $278,174. |
| 2017-10-04 | David J. Kundert, 1942, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2005. The Audit Committee members include David J. Kundert. The Nominating and Governance Committee members include David J. Kundert. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $24,754. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description |
| 2006-06-27 | David J. Kundert Board Term: Annual or as Retired (2004) as 163 See c/o Nuveen Investments, Member a Class II Board Chairman, JPMorgan Principal Inc. 333 West Wacker Member until Fleming Asset Management, Occupation Drive Chicago, IL 60606 2008(2) President and CEO, Banc Description Length of Service: One Investment Advisors Since 2005 Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-06-27 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Executive Vice President, Bank One Corporation; Chairman and CEO, Banc One Investment Management Group. |
| 2008-06-30 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors; Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2009-06-18 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group. |
| 2010-06-18 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor from Valparaiso University. |
| 2011-06-22 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Prior to the merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, since 1995, the Chairman and CEO, Banc One Investment Management Group. From 1988 to 1992, he was President and CEO of Bank One Wisconsin Trust Company. Currently, Mr. Kundert is a Director of the Northwestern Mutual Wealth Management Company. He started his career as an attorney for Northwestern Mutual Life Insurance Company. Mr. Kundert has served on the Board of Governors of the Investment Company Institute and he is currently a member of the Wisconsin Bar Association. He is on the Board of the Greater Milwaukee Foundation and chairs its Investment Committee. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree from Valparaiso University. |
| 2013-06-27 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Prior to the merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, from 1995-2004, the Chairman and CEO, Banc One Investment Management Group. From 1988 to 1992, he was President and CEO of Bank One Wisconsin Trust Company. Currently, Mr. Kundert recently retired as a Director of the Northwestern Mutual Wealth Management Company (2006-2013). He started his career as an attorney for Northwestern Mutual Life Insurance Company. Mr. Kundert has served on the Board of Governors of the Investment Company Institute and is currently a member of the Wisconsin Bar Association. He is on the Board of the Greater Milwaukee Foundation and chairs its Investment Committee. He is a Regent Emeritus and a Member of the Investment Committee of Luther College. He is also a Member of the Board of Directors (Milwaukee), College Possible. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2014-06-16 | David J. Kundert retired as Chairman of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors; Executive Vice President of Banc One Corporation. |
| 2015-07-01 | Formerly, Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; attorney for Northwestern Mutual Life Insurance Company; Juris Doctor from Valparaiso University. |
| 2016-06-24 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation. He started his career as an attorney for Northwestern Mutual Life Insurance Company. |
| 2017-06-23 | Retired as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert Board Term: Annual Retired (2004) as 153 See c/o Nuveen Member Length of Service: Chairman, JPMorgan Principal Investments, Inc. Since 2005 Fleming Asset Occupation 333 West Wacker Drive Management, |
| 2006-10-03 | David J. Kundert Board Term: Annual or as Retired (2004) as 165 See c/o Nuveen Member a Class II Board Chairman, JPMorgan Principal Investments, Inc. Member until 2008 Fleming Asset Occupation 333 West Wacker Drive Length of Service: Management, Description |
| 2007-08-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; member of Wisconsin Bar Association. |
| 2008-10-10 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 2009-10-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors; Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2010-10-20 | He received his Bachelor of Arts degree from Luther College, and his Juris Doctor from Valparaiso University. |
| 2011-10-14 | Retired as Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree. |
| 2012-10-16 | Mr. Kundert has a Juris Doctor degree and extensive experience in financial services, with no mention of programming or technical skills. |
| 2014-07-11 | Formerly Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; received Bachelor of Arts degree from Luther College and Juris Doctor from Valparaiso University. |
| 2015-10-07 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation. |
| 2016-10-06 | Formerly Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; started career as an attorney. |
| 2017-10-04 | Retired as Chairman of JPMorgan Fleming Asset Management; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert Board Term: Annual Retired (2004) as 153 See c/o Nuveen Member Length of Service: Chairman, JPMorgan Principal Investments, Inc. Since 2005 Fleming Asset Occupation 333 West Wacker Drive Management, Description Chicago, IL 60606 President and CEO, |
| 2006-10-03 | David J. Kundert Board Member. Retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-08-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2008-10-10 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors. |
| 2009-10-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group. |
| 2010-10-20 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. He started his career as an attorney. |
| 2011-10-14 | Retired Chairman of JPMorgan Fleming Asset Management; has a Bachelor of Arts degree and Juris Doctor. |
| 2012-10-16 | Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member, Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. |
| 2013-10-17 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member of the Wisconsin Bar Association. |
| 2014-06-16 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; member of the Board of Directors (Milwaukee), College Possible. |
| 2015-02-17 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, Member of Investment Committee, Luther College; Member of the Wisconsin Bar Association. |
| 2016-03-10 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman of JPMorgan Fleming Asset Management; started career as an attorney. |
| 2017-02-24 | Retired as Chairman of JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors Corporation; Juris Doctor degree; no mention of programming or technical skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-18 | David J. Kundert (1942) Director Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, Member of Investment Committee, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; Member of the Board of Directors (Milwaukee), College Possible. Members of the Nominating and Governance Committee are William J. Schneider, Chair, Robert P. Bremner, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Virginia L. Stringer and Terence J. Toth. The Audit Committee members are Jack B. Evans, Chair, Robert P. Bremner, David J. Kundert, Carole E. Stone and Terence J. Toth. Compensation: $311,158 from the Nuveen Fund Complex. |
| 2015-02-17 | David J. Kundert, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2005; Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $305,850; Committees: Audit Committee, Nominating and Governance Committee, Closed-End Funds Committee. |
| 2016-03-10 | David J. Kundert Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, Member of Investment Committee, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; Member of the Board of Directors (Milwaukee), College Possible. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. The members of the Compliance, Risk Management and Regulatory Oversight Committee are John K. Nelson, Chair, William C. Hunter, Judith M. Stockdale and Margaret L. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $277,113. |
| 2017-02-24 | David J. Kundert is Board Member. Term: Class II Board Member until 2017 annual shareholder meeting. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,764. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description 333 West Wacker Drive 2005 President and CEO, Banc Chicago, IL 60606 |
| 2006-06-27 | David J. Kundert Board Term: Annual or as Retired (2004) as 163 See c/o Nuveen Investments, Member a Class II Board Chairman, JPMorgan Principal Inc. 333 West Wacker Member until Fleming Asset Management, Occupation Drive Chicago, IL 60606 2008(2) President and CEO, Banc Description (10/28/42) One Investment Advisors Length of Service: Corporation, and Since 2005 President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-06-27 | David J. Kundert Board Term: Annual or Director, Northwestern 173 See c/o Nuveen Member Class II Board Mutual Wealth Principal Investments, Inc. Member until Management Company; Occupation 333 West Wacker Drive 2008(2) retired (2004) as Description Chicago, IL 60606 Chairman, JPMorgan (10/28/42) Length of Service: Fleming Asset Since 2005 Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2007-08-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual (if elected) Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members: $144,759. |
| 2008-06-30 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 183 See Principal Occupation Description The Board of each Fund has five standing committees: the executive committee, the dividend committee, the compliance, risk management and regulatory oversight committee, the audit committee and the nominating and governance committee. Robert P. Bremner, Jack B. Evans, Chair, David J. Kundert and William J. Schneider are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale and Carole E. Stone are current members of the nominating and governance committee of each Fund. The Board Member affiliated with Nuveen and the Adviser serves without any compensation from the Funds. Prior to January 1, 2008, for all Nuveen funds, Independent Board Members received a $95,000 annual retainer plus fees. Effective January 1, 2008, Independent Board Members receive a $100,000 annual retainer plus fees. The table below shows, for each Independent Board Member, the aggregate compensation paid by each Fund to each Board Member for its last fiscal year and paid for service on the boards of the Nuveen open-end and closed-end funds managed by the Adviser for the last fiscal year. David J. Kundert total compensation: $153,806. |
| 2009-06-18 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. The Board of each Fund has five standing committees: the executive committee, the audit committee, the nominating and governance committee, the dividend committee and the compliance, risk management and regulatory oversight committee. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees Based on the total compensation paid, including deferred fees (including the return from the assumed investment in the eligible Nuveen funds), to the Board Members for the calendar year ended December 31, 2008 for services to the Nuveen open-end and closed-end funds advised by NAM: David J. Kundert $128,240. |
| 2010-06-18 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and member of Investment Committee, Greater Milwaukee Foundation. 200 Other Complex Directorships Held: See Principal Occupation Description |
| 2011-06-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member, Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. 245 See Principal Occupation Description |
| 2012-07-02 | David J. Kundert (10/28/42) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds. Aggregate Compensation from the Funds: $244,966. Committees: Audit Committee, Nominating and Governance Committee. |
| 2013-06-27 | David J. Kundert (10/28/42) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds. Aggregate Compensation from Nuveen Funds Paid to Board Members/Nominees: $267,712. Members of the Audit Committee are David J. Kundert, Chair. Members of the Nominating and Governance Committee are David J. Kundert. |
| 2014-06-16 | David J. Kundert (1942) Board Member Term: Length of service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; member of the Board of Directors (Milwaukee), College Possible. Number of Portfolios in Fund Complex Overseen by Board Member: 201. None. Members of the Audit Committee include David J. Kundert. Members of the Nominating and Governance Committee include David J. Kundert. Aggregate Compensation from the Funds Paid to Board Members: $311,158. |
| 2015-07-01 | David J. Kundert, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2005; Member of Audit Committee and Nominating and Governance Committee. |
| 2016-06-24 | David J. Kundert, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2005; Compensation: $277,113; Committees: Audit Committee, Nominating and Governance Committee. |
| 2017-06-23 | David J. Kundert is a Board Member and serves on the Audit Committee and Nominating and Governance Committee. Total compensation from Nuveen Funds paid to David J. Kundert is $354,764. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description 333 West Wacker Drive 2005 President and CEO, Banc Chicago, IL 60606 One Investment Advisors (10/28/42) Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2006-06-27 | David J. Kundert Board Term: Annual or as Retired (2004) as 163 See c/o Nuveen Investments, Member a Class II Board Chairman, JPMorgan Principal Inc. 333 West Wacker Member until Fleming Asset Management, Occupation Drive Chicago, IL 60606 2008(2) President and CEO, Banc Description (10/28/42) One Investment Advisors Length of Service: Corporation, and Since 2005 President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-06-27 | David J. Kundert Board Term: Annual or Director, Northwestern 173 See c/o Nuveen Member Class II Board Mutual Wealth Principal Investments, Inc. Member until Management Company; Occupation 333 West Wacker Drive 2008(2) retired (2004) as Description Chicago, IL 60606 Chairman, JPMorgan (10/28/42) Length of Service: Fleming Asset Since 2005 Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2007-08-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual (if elected) Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members: $144,759. |
| 2008-06-30 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 183 See Principal Occupation Description Aggregate Compensation from the Funds: 153,806 Committees: Robert P. Bremner, Jack B. Evans, Chair, David J. Kundert and William J. Schneider are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale and Carole E. Stone are current members of the nominating and governance committee of each Fund. Robert P. Bremner, Judith M. Stockdale and Timothy R. Schwertfeger, Chair, serve as current members of the executive committee of each Fund. |
| 2009-06-18 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $128,240. |
| 2010-06-18 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; prior to merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, since 1995, the Chairman and CEO, Banc One Investment Management Group. The Audit Committee members are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth, each of whom is an independent Board Member of the Funds. The Nominating and Governance Committee has a separate meeting each year to, among other things, review the Board and committee structures, their performance and functions, and recommend any modifications thereto or alternative structures or processes that would enhance the Board's governance over the Funds' business. The members of the Nominating and Governance Committee are Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth. The total compensation from Nuveen Funds paid to David J. Kundert for the calendar year ended December 31, 2009 was $252,913. |
| 2011-06-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member, Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. 245 See Principal Occupation Description |
| 2012-07-02 | David J. Kundert (10/28/42) - Board Member; Term: Annual or Class II Board Member until 2014; Length of Service: Since 2005. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $244,966. |
| 2013-06-27 | David J. Kundert (10/28/42) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds. Aggregate Compensation from Nuveen Funds Paid to Board Members/Nominees: $267,712. Members of the Audit Committee are David J. Kundert, Chair. Members of the Nominating and Governance Committee include David J. Kundert. |
| 2014-06-16 | David J. Kundert (1942) Board Member Term: Length of service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; member of the Board of Directors (Milwaukee), College Possible. Number of Portfolios in Fund Complex Overseen by Board Member: 201. Independent Board Members receive a $150,000 annual retainer plus fees for meetings and additional retainers for committee chairs. Total compensation from Nuveen Funds paid to Board Members for 2013: $311,158. |
| 2015-07-01 | David J. Kundert, 1942, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2005. Compensation: $305,850. Committees: Audit Committee, Nominating and Governance Committee. |
| 2016-06-24 | David J. Kundert, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2005. Formerly, Director, Northwestern Mutual Wealth Management Company. The Audit Committee members include David J. Kundert. The Nominating and Governance Committee members include David J. Kundert. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $277,113. |
| 2017-06-23 | David J. Kundert is Board Member. Retired Chairman of JPMorgan Fleming Asset Management. Member of Audit Committee and Nominating and Governance Committee. Total compensation from Nuveen Funds paid to David J. Kundert is $354,764. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert - Retired Chairman, JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors Corporation. No technical or software background mentioned. |
| 2006-10-03 | David J. Kundert Board Term: Annual or as Retired (2004) as 165 See c/o Nuveen Member a Class II Board Chairman, JPMorgan Principal Investments, Inc. Member until 2008 Fleming Asset Occupation 333 West Wacker Drive Length of Service: Management, Description Chicago, IL 60606 Since 2005 President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; |
| 2007-08-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 2008-10-10 | David J. Kundert - Director, Northwestern Mutual Wealth Management; retired Chairman and CEO of JPMorgan Fleming Asset Management; no technical background mentioned. |
| 2009-10-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group. |
| 2010-10-20 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation. He started his career as an attorney and has a Juris Doctor degree. |
| 2011-10-14 | Retired Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree. |
| 2012-10-16 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Prior to the merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, since 1995, the Chairman and CEO, Banc One Investment Management Group. From 1988 to 1992, he was President and CEO of Bank One Wisconsin Trust Company. Currently, Mr. Kundert is a Director of the Northwestern Mutual Wealth Management Company. He started his career as an attorney for Northwestern Mutual Life Insurance Company. Mr. Kundert has served on the Board of Governors of the Investment Company Institute and is currently a member of the Wisconsin Bar Association. He is on the Board of the Greater Milwaukee Foundation and chairs its Investment Committee. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2013-10-17 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association. |
| 2014-06-23 | David J. Kundert retired as Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree; no mention of computer science or programming. |
| 2015-10-07 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association. |
| 2016-10-06 | Formerly, Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; started career as an attorney. |
| 2017-10-04 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation... He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-02-18 | David J. Kundert Board Term: Annual Retired (2004) as 151 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description 333 West Wacker Drive 2005 President and CEO, Banc Chicago, IL 60606 One Investment Advisors (10/28/42) Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2007-03-02 | David J. Kundert Board Term: Annual or Director, 170 See c/o Nuveen Member Class II Board Northwestern Mutual Principal Investments, Inc. Member until 2008 Wealth Management Occupation 333 West Wacker Drive Length of Service: Company; retired Description Chicago, IL 60606 Since 2005 (2004) as Chairman, (10/28/42) JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2007-08-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual (if elected) Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 174 portfolios overseen. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members: $144,759. |
| 2008-05-16 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. 184 See Principal Occupation Description |
| 2009-04-02 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. 193 See Principal Occupation Description The table below shows, for each Independent Board Member, the aggregate compensation paid by each Fund to each Board Member nominee for its last fiscal year. Total Compensation from Nuveen Funds Paid to Board Members/Nominees David J. Kundert 128,240 Committees: Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. |
| 2010-02-26 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation Number of portfolios in Fund Complex: 199 Committees: Audit Committee (Chair), Nominating and Governance Committee. Total Compensation: $252,913. |
| 2011-03-30 | David J. Kundert ... retired as Chairman of JPMorgan Fleming Asset Management ... The members of the Audit Committee are David J. Kundert, Chair ... The members of the Nominating and Governance Committee are David J. Kundert ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $243,469. |
| 2012-03-01 | David J. Kundert (10/28/42) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2005. Compensation: $244,966. Committees: Audit Committee (Chair), Nominating and Governance Committee. |
| 2013-02-28 | David J. Kundert (10/28/42) Board Member Term: Annual or Class II Board Member until 2014 Length of Service: Since 2005 ... The members of the Audit Committee are David J. Kundert, Chair ... The Nominating and Governance Committee members include David J. Kundert ... Total Compensation from Nuveen Funds Paid to Board Members/Nominees: David J. Kundert $267,712. |
| 2014-06-16 | David J. Kundert (1942) - Board Member; Former Chairman, JPMorgan Fleming Asset Management; Committees: Audit Committee, Nominating and Governance Committee; Compensation: $311,158 from Nuveen Funds in 2013. |
| 2015-02-17 | David J. Kundert is Board Member. He is a member of the Audit Committee and Nominating and Governance Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $305,850. |
| 2016-03-10 | David J. Kundert, 1942, Board Member, Term: Class II Board Member until 2017 annual shareholder meeting, Length of Service: Since 2005. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $277,113. |
| 2017-06-23 | David J. Kundert is Board Member. Retired Chairman of JPMorgan Fleming Asset Management. Member of Audit Committee, Nominating and Governance Committee and Closed-End Funds Committee. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $354,764. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description |
| 2006-06-27 | David J. Kundert Board Term: Annual or as Retired (2004) as 163 See c/o Nuveen Investments, Member a Class II Board Chairman, JPMorgan Principal Inc. 333 West Wacker Member until Fleming Asset Management, Occupation Drive Chicago, IL 60606 2008(2) President and CEO, Banc Description One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. |
| 2007-06-27 | David J. Kundert Board Term: Annual or Director, Northwestern 173 See c/o Nuveen Member Class II Board Mutual Wealth Principal Investments, Inc. Member until Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2008-06-30 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors; Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2009-06-18 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; former Executive VP, Bank One Corporation. |
| 2010-06-18 | Mr. Kundert has a Bachelor of Arts degree and a Juris Doctor. He started his career as an attorney and has held executive roles in asset management. No mention of programming or technical skills. |
| 2011-06-22 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management ... He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. |
| 2013-06-27 | Retired as Chairman of JPMorgan Fleming Asset Management; started career as an attorney; Juris Doctor from Valparaiso University. |
| 2014-06-16 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group. |
| 2015-07-01 | Formerly, Chairman of JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors Corporation; started career as an attorney; Juris Doctor from Valparaiso University. |
| 2016-06-24 | Formerly, Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Juris Doctor from Valparaiso University. |
| 2017-06-23 | Retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2006-10-03 | David J. Kundert Board Term: Annual or as Retired (2004) as 165 See c/o Nuveen Member a Class II Board Chairman, JPMorgan Principal Investments, Inc. Member until 2008 Fleming Asset Occupation 333 West Wacker Drive Length of Service: Management, Description Chicago, IL 60606 Since 2005 President and CEO, (10/28/42) Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens. ... Lawrence H. Brown, William C. Hunter, David J. Kundert, William J. Schneider, Chair, and Judith M. Stockdale are current members of the compliance, risk management and regulatory oversight committee of each Fund. ... Robert P. Bremner, Chair, Lawrence H. Brown, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale and Eugene S. Sunshine are current members of the nominating and governance committee of each Fund. ... David J. Kundert.............. $82,935 |
| 2007-08-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Class II Board Member until 2008 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. 174 See Principal Occupation Description ... Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair and William J. Schneider are current members of the audit committee of each Fund. ... Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale and Carole E. Stone are current members of the nominating and governance committee of each Fund. ... Total Compensation from Nuveen Funds Paid to Board Members David J. Kundert 144,759 ... |
| 2008-10-10 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member and Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Investment Committee Greater Milwaukee Foundation. Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth are current members of the audit committee of each Fund. Robert P. Bremner, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, William J. Schneider, Judith M. Stockdale, Carole E. Stone and Terence J. Toth are current members of the nominating and governance committee of each Fund. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: 155,655. |
| 2009-10-22 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Investment Committee, Greater Milwaukee Foundation. 197 See Principal Occupation Description Total Compensation from Nuveen Funds Paid to Board Members/Nominees $128,240 |
| 2010-10-20 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Nominee Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. The Audit Committee members are Robert P. Bremner, Jack B. Evans, David J. Kundert, Chair, William J. Schneider and Terence J. Toth. The Nominating and Governance Committee members include David J. Kundert. |
| 2011-10-14 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 (10/28/42) Board Member Term: Annual or Class II Board Member until 2011 Length of Service: Since 2005 Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Member, Board of Regents, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors, Friends of Boerner Botanical Gardens; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation. 245 N/A |
| 2012-10-16 | David J. Kundert (10/28/42) - Board Member. Term: Annual or Class II Board Member until 2014. Length of Service: Since 2005. Committees: Audit Committee, Nominating and Governance Committee. Total Compensation: $244,966. |
| 2013-09-10 | David J. Kundert is a Board Member since 2005. He serves on Audit Committee and Nominating and Governance Committee. Total compensation from Nuveen Funds paid to him was $267,712. |
| 2014-06-16 | David J. Kundert (1942) - Board Member. Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; member of the Board of Directors (Milwaukee), College Possible. Compensation: $311,158. |
| 2015-10-07 | David J. Kundert, Board Member; Term: Class II Board Member until 2017 annual shareholder meeting; Length of Service: Since 2005; Member of Audit Committee, Nominating and Governance Committee; Total Compensation from Nuveen Funds Paid to Independent Board Members/Nominees: $305,850. |
| 2016-10-06 | David J. Kundert c/o Nuveen Investments, Inc. 333 West Wacker Drive Chicago, IL 60606 1942 Board Member Term: Class II Board Member until 2017 annual shareholder meeting Length of Service: Since 2005 Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, Member of Investment Committee, Luther College; Member of the Wisconsin Bar Association; Member of Board of Directors and Chair of Investment Committee, Greater Milwaukee Foundation; Member of the Board of Directors (Milwaukee), College Possible; Member of the Board of Trustees, Milwaukee Repertory Theater. The Audit Committee is composed of Independent Board Members who are also “independent” as that term is defined in the listing standards pertaining to closed-end funds of the NYSE or NYSE MKT, as applicable. The members of the Audit Committee are Jack B. Evans, Chair, David J. Kundert, John K. Nelson, Carole E. Stone and Terence J. Toth. The Nominating and Governance Committee is composed entirely of Independent Board Members, who are also “independent” as defined by NYSE or NYSE MKT listing standards, as applicable. The members of the Nominating and Governance Committee are William J. Schneider, Chair, Jack B. Evans, William C. Hunter, David J. Kundert, Albin F. Moschner, John K. Nelson, Judith M. Stockdale, Carole E. Stone, Terence J. Toth and Margaret L. Wolff. Total Compensation from Nuveen Funds Paid to Board Members/Nominees $278,174. |
| 2017-10-04 | David J. Kundert is Board Member. Term: Class II Board Member until 2017 annual shareholder meeting. The members of the Audit Committee include David J. Kundert. The members of the Nominating and Governance Committee include David J. Kundert. Total Compensation from Nuveen Funds Paid to Board Members/Nominees: $24,754. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description 333 West Wacker Drive 2005 President and CEO, Banc Chicago, IL 60606 One Investment Advisors (10/28/42) Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2006-06-27 | David J. Kundert - Retired (2004) as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; member of the Wisconsin Bar Association. |
| 2007-06-27 | David J. Kundert Board Term: Annual or Director, Northwestern 173 See c/o Nuveen Member Class II Board Mutual Wealth Management Company; retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association; member of Board of Directors, Friends of Boerner Botanical Gardens; member of Board of Directors, Milwaukee Repertory Theater. |
| 2008-06-30 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management. |
| 2009-06-18 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation. |
| 2010-06-18 | Retired Chairman of JPMorgan Fleming Asset Management; started career as an attorney; holds a Juris Doctor degree. |
| 2011-06-22 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. He started his career as an attorney for Northwestern Mutual Life Insurance Company. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree from Valparaiso University. |
| 2013-06-27 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association; received Juris Doctor from Valparaiso University. |
| 2014-06-16 | David J. Kundert, retired Chairman of JPMorgan Fleming Asset Management; Juris Doctor from Valparaiso University; no mention of software or programming skills. |
| 2015-07-01 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; started career as an attorney. |
| 2016-05-04 | Retired as Chairman, JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors Corporation; Juris Doctor from Valparaiso University. |
| 2017-06-23 | Retired as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description |
| 2006-06-27 | Retired (2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; member of the Wisconsin Bar Association. |
| 2008-06-30 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors; Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2009-06-18 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation. |
| 2010-06-18 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. No mention of programming or technical skills. |
| 2011-06-22 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. He started his career as an attorney for Northwestern Mutual Life Insurance Company. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree from Valparaiso University. |
| 2013-06-27 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Prior to the merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, from 1995-2004, the Chairman and CEO, Banc One Investment Management Group. From 1988 to 1992, he was President and CEO of Bank One Wisconsin Trust Company. Currently, Mr. Kundert recently retired as a Director of the Northwestern Mutual Wealth Management Company (2006-2013). He started his career as an attorney for Northwestern Mutual Life Insurance Company. Mr. Kundert has served on the Board of Governors of the Investment Company Institute and is currently a member of the Wisconsin Bar Association. He is on the Board of the Greater Milwaukee Foundation and chairs its Investment Committee. He is a Regent Emeritus and a Member of the Investment Committee of Luther College. He is also a Member of the Board of Directors (Milwaukee), College Possible. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2014-06-16 | David J. Kundert retired as Chairman of JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors Corporation; started career as an attorney; member of Wisconsin Bar Association. |
| 2015-07-01 | Formerly, Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; attorney for Northwestern Mutual Life Insurance Company; Juris Doctor from Valparaiso University. |
| 2016-06-24 | Formerly Chairman of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors; Juris Doctor from Valparaiso University. |
| 2017-06-23 | Retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation; started career as an attorney. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-06-21 | David J. Kundert Board Term: Annual Retired (2004) as 153 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description 333 West Wacker Drive 2005 President and CEO, Banc Chicago, IL 60606 One Investment Advisors (10/28/42) Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2006-06-27 | David J. Kundert Board Term: Annual or as Retired (2004) as 163 See c/o Nuveen Investments, Member a Class II Board Chairman, JPMorgan Principal Inc. 333 West Wacker Member until Fleming Asset Management, Occupation Drive Chicago, IL 60606 2008(2) President and CEO, Banc Description |
| 2007-06-27 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Executive Vice President, Bank One Corporation; Chairman and CEO, Banc One Investment Management Group. |
| 2008-06-30 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors; Executive VP, Bank One Corporation; member of Wisconsin Bar Association. |
| 2009-06-18 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of financial firms; no technical qualifications mentioned. |
| 2010-06-18 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. No mention of programming or technical skills. |
| 2011-06-22 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. He started his career as an attorney for Northwestern Mutual Life Insurance Company and has a Juris Doctor degree. |
| 2012-07-02 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree from Valparaiso University. |
| 2013-06-27 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Prior to the merger between Bank One Corporation and JPMorgan Chase and Co., he was Executive Vice President, Bank One Corporation and, from 1995-2004, the Chairman and CEO, Banc One Investment Management Group. From 1988 to 1992, he was President and CEO of Bank One Wisconsin Trust Company. Currently, Mr. Kundert recently retired as a Director of the Northwestern Mutual Wealth Management Company (2006-2013). He started his career as an attorney for Northwestern Mutual Life Insurance Company. Mr. Kundert has served on the Board of Governors of the Investment Company Institute and is currently a member of the Wisconsin Bar Association. He is on the Board of the Greater Milwaukee Foundation and chairs its Investment Committee. He is a Regent Emeritus and a Member of the Investment Committee of Luther College. He is also a Member of the Board of Directors (Milwaukee), College Possible. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2014-06-16 | David J. Kundert retired as Chairman of JPMorgan Fleming Asset Management; former EVP of Banc One Corporation; member of Wisconsin Bar Association. |
| 2015-07-01 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; started career as an attorney. |
| 2016-06-24 | Mr. Kundert retired in 2004 as Chairman of JPMorgan Fleming Asset Management, and as President and CEO of Banc One Investment Advisors Corporation. |
| 2017-06-23 | Retired as Chairman of JPMorgan Fleming Asset Management; President and CEO of Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association. |
| Filing Date | Source Excerpt |
|---|---|
| 2005-10-11 | David J. Kundert Board Term: Annual Retired (2004) as 153 See c/o Nuveen Member Length of Service: Chairman, JPMorgan Principal Investments, Inc. Since 2005 Fleming Asset Occupation 333 West Wacker Drive Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Board of Regents, Luther College; currently a member of the American and Wisconsin Bar Associations. |
| 2006-10-03 | David J. Kundert Board Term: Annual or as Retired (2004) as 165 See c/o Nuveen Member a Class II Board Chairman, JPMorgan Principal Investments, Inc. Member until 2008 Fleming Asset Occupation 333 West Wacker Drive Length of Service: Management, Description Chicago, IL 60606 Since 2005 President and CEO, |
| 2007-08-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Executive Vice President, Bank One Corporation. |
| 2008-10-10 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 2009-10-22 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 2010-10-20 | Mr. Kundert...received his Bachelor of Arts degree from Luther College, and his Juris Doctor from Valparaiso University. |
| 2011-10-14 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor from Valparaiso University. |
| 2012-10-16 | Retired in 2004 as Chairman of JPMorgan Fleming Asset Management, as President and CEO of Banc One Investment Advisors Corporation, and as President of One Group Mutual Funds. Started his career as an attorney for Northwestern Mutual Life Insurance Company. He received his Bachelor of Arts degree from Luther College and his Juris Doctor from Valparaiso University. |
| 2013-10-17 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; Member of the Wisconsin Bar Association. |
| 2014-06-16 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Banc One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, member of Investment Committee, Luther College; member of the Wisconsin Bar Association. |
| 2015-02-17 | Formerly, Director, Northwestern Mutual Wealth Management Company (2006-2013); retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation, and President, One Group Mutual Funds; prior thereto, Executive Vice President, Bank One Corporation and Chairman and CEO, Banc One Investment Management Group; Regent Emeritus, Member of Investment Committee, Luther College; Member of the Wisconsin Bar Association. |
| 2016-03-10 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; started career as an attorney. |
| 2017-02-24 | Retired as Chairman of JPMorgan Fleming Asset Management, President and CEO of Banc One Investment Advisors Corporation; Juris Doctor from Valparaiso University. |
Data sourced from SEC filings. Last updated: 2025-12-06