Jeff joined Winslow Capital in 2007 as compliance and accounting manager. With broad industry experience in financial and portfolio accounting, he now oversees Corporate Finance, Portfolio Accounting, Operations and Administrative Affairs. Prior to 2007, Jeff was an audit manager at Baker Tilly Virchow Krause. Jeff is a member of Winslow Capital’s Management Committee. B.S. Accounting, […]
Derek joined Winslow Capital in 2015 as Compliance Attorney and is now responsible for leading the Compliance and Legal Departments. Prior to 2015, Derek was compliance manager at U.S. Bancorp. Derek is a member of Winslow Capital’s Management Committee. J.D. University of St. Thomas B.A. Applied Economics, College of St. Scholastica
Lisa oversees Winslow Capital’s sustainability initiatives, developing and integrating strategies and maintaining programs centered on the culture and business components of Winslow’s sustainability vision. In collaboration with the CEO and business leaders, she identifies opportunities to live our corporate values and deliver excellence for clients, enhance our culture and foster an inclusive environment. Lisa is […]
Jill began consulting for Winslow Capital in 2016 and joined the firm full-time in 2017 with project management, business analyst, risk and operational responsibilities. Now also overseeing the firm’s risk function, Jill is ultimately responsible for implementing the principles of enterprise risk management. Prior to 2016, she was a vice president, operations analyst for liquid […]
Josh joined Winslow Capital in 2015 with responsibilities for the leadership, strategy, execution and oversight of IT infrastructure, IT governance, cybersecurity and IT policy. He guides the firm’s technical projects and ensures alignment with organizational goals. Prior to 2015, Josh was senior network administrator at Fiduciary Counselling, Inc. He also served as a hardware/software engineer […]
Heather joined Winslow Capital in 2011 as Portfolio Administrator. In 2015 she transitioned to the compliance team and is now Senior Director, Compliance Officer. Leveraging her strong analytical skills and attention to detail, she manages investment guidelines for the firm as well as the firm’s compliance monitoring, testing and training programs. Heather is also the […]
Erin joined Winslow Capital in 2011 as a Portfolio Administrator. In her current role, she is responsible for the firm’s day-to-day portfolio accounting operations as well as client and composite performance calculation and related reporting. She also leads the firm’s Global Investment Performance Standards (GIPS®) verification process. Prior to joining our firm, she was a […]
Gina joined Winslow Capital in 2020. As a Compliance Officer, she assists in the development and maintenance of compliance policies and procedures. Gina is also responsible for compliance-related client reporting and certifications, as well as compliance monitoring. Prior to joining our firm, she was a compliance director at Aveda Corporation, and a securities litigation attorney. J.D. […]
Megan joined Winslow Capital in 2017 as a member of the accounting team. Prior to joining our firm, she focused on private equity administration at Mitsubishi UFJ and was a senior portfolio accountant at Whitebox Advisors, LLC. Master of Accountancy, Taxation, University of Iowa B.S. Business Administration with distinction in Accountancy, University of Iowa Certified […]
Sara joined Winslow Capital in 2019 as a Portfolio Administrator where she monitors the day-to-day accounting and operations of the portfolios. Prior to joining our firm, Sara was a senior financial services auditor at Ernst & Young with a specialization in the wealth and asset management industry. B. Acc. – University of North Dakota
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Integration and Severability
If any provision of these Terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these Terms and will not affect the validity and enforceability of the remaining provisions.
Winslow Capital Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
Dated: September 2020
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