Corporate Board Profile
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| 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, |
| 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; Board of Regents, Luther College; member of Wisconsin Bar Association. |
| 2007-11-15 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation; Executive VP, Bank One Corporation. |
| 2008-10-10 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of asset management firms. |
| 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; started career as an attorney. |
| 2011-10-14 | Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; Member of the Wisconsin Bar Association; received Bachelor of Arts and Juris Doctor degrees. |
| 2012-10-16 | Retired Chairman of JPMorgan Fleming Asset Management; started career as an attorney; no mention of programming or technical degrees. |
| 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 (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. |
| 2016-10-06 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; 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; Juris Doctor degree. |
| 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 Chairman, JPMorgan Fleming Asset Management; no technical background mentioned. |
| 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... 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. |
| 2008-06-30 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of asset management firms. |
| 2009-06-18 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 2010-06-18 | Mr. Kundert has a Bachelor of Arts degree and a Juris Doctor. His career includes executive roles in asset management and legal practice, with no mention of programming or technical expertise. |
| 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 | 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. |
| 2014-06-16 | David J. Kundert was Chairman of JPMorgan Fleming Asset Management and other financial roles; no software-related skills mentioned. |
| 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 | 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 |
|---|---|
| 2005-06-21 | 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 - 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; Chairman and CEO, Banc One Investment Management Group. |
| 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 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; Board of Regents, Luther College. |
| 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. 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 | 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 | 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. |
| 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 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; Member of the Wisconsin Bar Association. |
| 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 |
|---|---|
| 2005-02-18 | David J. Kundert Board Term: Annual 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; currently a member of the American and Wisconsin Bar Associations. |
| 2006-02-13 | David J. Kundert Board Term: Annual Retired (2004) as 154 See Principal c/o Nuveen Member Length of Chairman, JPMorgan Occupation Investments, Inc. Service: Since Fleming Asset Management, Description |
| 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 |
| 2007-08-22 | David J. Kundert... Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management. |
| 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. |
| 2009-04-02 | David J. Kundert - Director, Northwestern Mutual Wealth Management Company; retired Chairman and CEO of JPMorgan Fleming Asset Management. |
| 2010-02-26 | 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. |
| 2011-03-30 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management and has a Juris Doctor degree. |
| 2012-03-01 | Director, Northwestern Mutual Wealth Management Company; retired (since 2004) as Chairman, JPMorgan Fleming Asset Management, President and CEO, Banc One Investment Advisors Corporation; Member of the Wisconsin Bar Association; received his Juris Doctor from Valparaiso University. |
| 2013-02-28 | Mr. Kundert retired as Chairman of JPMorgan Fleming Asset Management; has a Juris Doctor degree. |
| 2014-06-16 | Formerly, Director, Northwestern Mutual Wealth Management Company; retired as Chairman, JPMorgan Fleming Asset Management; President and CEO, Banc One Investment Advisors Corporation. |
| 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; Member of the Wisconsin Bar Association. |
| 2016-03-10 | 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. |
| 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. |
Data sourced from SEC filings. Last updated: 2025-07-01