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
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 […]
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 […]
Mary joined Winslow Capital in 2010 as our Office Manager. She is primarily responsible for providing support services to all members of the firm. Prior to joining the firm, she was a manager for Gap, Inc. Mary is passionate about personal wellness. B.A. Psychology, College of St. Benedict
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
Phillip joined Winslow Capital in 2022 as a Compliance Associate. He specializes in compliance monitoring and testing and assists with proxy voting. Prior to joining Winslow Capital, he was a compliance testing analyst at U.S. Bancorp. Project Management Certificate, University of Minnesota College of Continuing EducationPost Bachelor Certificate, Paralegal, Minnesota Paralegal InstituteB.A.Sc. Psychology, University of Minnesota Duluth
Terms and Conditions
READ THESE TERMS AND CONDITIONS (“TERMS”) CAREFULLY BEFORE ACCESSING THE WEBSITE LOCATED AT www.winslowcapital.com (“WEBSITE”). YOU ACKNOWLEDGE THAT YOU HAVE READ THESE TERMS AND CONDITIONS AND THAT YOU AGREE TO BE BOUND BY THEM. THIS WEBSITE IS INTENDED FOR INVESTMENT PROFESSIONALS AND INSTITUTIONS ONLY. IF YOU DO NOT AGREE TO ALL OF THE TERMS AND CONDITIONS OF THIS AGREEMENT, YOU ARE NOT AN AUTHORIZED USER AND YOU SHOULD NOT USE THIS WEBSITE.
WINSLOW CAPITAL MANAGEMENT, LLC RESERVES THE RIGHT TO CHANGE, MODIFY, ADD OR REMOVE PORTIONS OF THESE TERMS AT ANY TIME FOR ANY REASON. WE SUGGEST THAT YOU REVIEW THESE TERMS PERIODICALLY FOR CHANGES. SUCH CHANGES SHALL BE EFFECTIVE IMMEDIATELY UPON POSTING. YOU ACKNOWLEDGE THAT BY ACCESSING OUR WEBSITE AFTER WE HAVE POSTED CHANGES TO THESE TERMS, YOU ARE AGREEING TO THESE TERMS AS MODIFIED.
Nothing contained on this Website constitutes tax, accounting, regulatory, legal, insurance or investment advice. Neither the information, nor any opinion, contained on this Website constitutes a solicitation or offer by Winslow Capital Management, LLC or its affiliates (“Winslow Capital”) to buy or sell any securities, futures, options or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Decisions based on information contained on this Website are the sole responsibility of the visitor. In exchange for using this Website, the visitor agrees to indemnify and hold Winslow Capital, its officers, directors, employees, affiliates, agents, licensors and suppliers harmless against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys’ fees) arising from your use of this Website, from your violation of these Terms or from any decisions that the visitor makes based on such information.
The investments and strategies discussed in the Website may not be suitable for all investors and are not obligations of Winslow Capital or its affiliates or guaranteed by Winslow Capital or its affiliates. Winslow Capital makes no representations that the contents are appropriate for use in all locations, or that the transactions, securities, products, instruments, or services discussed on this site are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. By making available information on the Website, Winslow Capital does not represent that any investment vehicle is available or suitable for any particular user. All persons and entities accessing the website do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
All investments involve risk and may lose value. The value of your investment can go down depending upon market conditions. Currency exchange rates may cause the value of an investment to go up or down. Past performance does not guarantee future results.
This Website is for information purposes only and is not intended to be relied upon as a forecast, research or investment advice. The information on this Website does not constitute a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Although this material is based upon information that Winslow Capital considers reliable and endeavors to keep current, Winslow Capital does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary.
The information and services provided on this Website are provided “AS IS” and without warranties of any kind, either expressed or implied. To the fullest extent permissible pursuant to applicable law, Winslow Capital disclaims all warranties, including, but not limited to, any warranty of non-infringement of third-party rights and any implied warranties of merchantability and fitness for a particular purpose. Winslow Capital does not warrant, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this Website and does not warrant that the functions contained in this Website will be uninterrupted or error-free, that defects will be corrected, or that the Website will be free of viruses or other harmful components. Winslow Capital expressly disclaims all liability for errors and omissions in the materials on this Website and for the use or interpretation by others of information contained on the Website.
Investments in a Winslow Capital product or client account are not bank deposits and are not insured or guaranteed by Winslow Capital or the Federal Deposit Insurance Corporation, any other government agency or any bank.
Trademarks, Copyrights and other Intellectual Property
The content contained on this Website is owned or licensed by Winslow Capital or its affiliates and its third-party information providers and is protected by applicable copyrights, trademarks, service marks, and/or other intellectual property rights. Such content is solely for your personal, non-commercial use. Accordingly, you may not copy, distribute, modify, post, frame or deep link this Website, including any text, graphics, video, audio, software code, user interface design or logos. You may download material displayed on this Website for your personal use provided you also retain all copyright and other proprietary notices contained on the materials. You may not distribute, modify, transmit, reuse, repost, or use the content of this Website for public or commercial purposes, including all text, images, audio, and video, without Winslow Capital’s written permission. Modification or use of the materials for any other purpose violates Winslow Capital’s intellectual property rights.
All trademarks, service marks, trade names, and logos displayed on this Website are proprietary to Winslow Capital and/or their respective owners. Nothing contained on this Website should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any trademark displayed on this Website without the written permission of Winslow Capital or such other third party that may own the trademark displayed on this Website. Your use of the trademarks displayed on this Website, except as provided herein, is strictly prohibited.
The use of the images displayed on this Website by you, or anyone else authorized by you, is prohibited. Any unauthorized use of the images may violate copyright laws, trademark laws, and the laws of privacy and publicity, and communications, as well as other regulations and statutes. If you download any information from this Website, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.
Links to Other Websites
Jurisdiction and Governing Law
The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Winslow Capital or its affiliates to any registration requirement within such jurisdiction or country. Each investment product and service referred to on this Website is intended to be made available to only U.S. residents. This Website will not be considered a solicitation for or offering of any investment product or service to any person in any jurisdiction where such solicitation or offering would be illegal.
The laws of the State of Minnesota govern these Terms without regard to conflict of law provisions. If you take legal action relating to these Terms, you agree to file such action only in Minnesota, or the United States District Court for the District of Minnesota, and you consent and submit to the personal jurisdiction of those courts for the purpose of litigating any action with Winslow Capital, its affiliates or with any funds referenced in this site.
Limitation of Liability
WINSLOW CAPITAL AND ITS AFFILIATES AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES OR AGENTS WILL NOT BE LIABLE TO YOU OR ANYONE ELSE FOR ANY DAMAGES OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, DIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL OR INDIRECT DAMAGES (INCLUDING BUT NOT LIMITED TO LOST PROFITS, TRADING LOSSES OR DAMAGES THAT RESULT FROM USE OR LOSS OF USE OF THIS WEBSITE), EVEN IF WINSLOW CAPITAL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES, INCLUDING, WITHOUT LIMITATION, FROM THE USE OR ATTEMPTED USE OF THIS WEBSITE OR ANOTHER LINKED WEBSITE.
IF YOU LIVE IN A STATE THAT DOES NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY OR INCIDENTAL OR CONSEQUENTIAL DAMAGES, OR IF YOU ACCESS THE WEBSITE SOLELY THROUGH AN ARRANGEMENT WITH YOUR EMPLOYER OR PLAN SPONSOR, SOME OR ALL OF THESE LIMITATIONS AND EXCLUSIONS MAY NOT APPLY TO YOU.
Timeliness of Content
All content on this Website is presented only as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. In addition, you are responsible for setting the cache settings on your browser to ensure you are receiving the most recent data.
Except as otherwise stated in these Terms or as expressly authorized by Winslow Capital in writing, you may not:
Use this Website in any manner that could damage or overburden any Winslow Capital server, or any network connected to any Winslow Capital server, as all servers have limited capacity and are used by many people;
Use this Website in any manner that would interfere with another party’s use of the Website;
Include the term ” Winslow Capital,” or any Winslow Capital trademark or executive’s name, or any variation of the foregoing, as a meta-tag, hidden textual element;
Use any robot, spider, intelligent agent, other automatic device, or manual process to search, monitor or copy this Website or the reports, data, information, content, software, products services, or other materials on, generated by or obtained from this Website, whether through links or otherwise (collectively, “Materials”), without Winslow Capital’s permission, provided that generally available third-party web browsers may be used without such permission; or
Use this Website or the Materials in any manner that could create impression of affiliation, sponsorship or endorsement by Winslow Capital.
Unauthorized Use of Content
You agree to defend, indemnify and hold harmless Winslow Capital, its affiliates and each of their respective officers, directors, members, partners, managers and employees against any losses, damages, claims, liabilities and costs (including reasonable attorneys’ fees) to the extent resulting from or arising out of any unauthorized or otherwise inappropriate use of any of the content of this Website attributable to you or which occurs through the use of your ID.
Confidentiality and Password Security
Certain parts of the Website may be protected by passwords or require a login. You are responsible for maintaining the confidentiality of any user names, passwords, security questions, and answers. All information available through the privileged area of the site is confidential and proprietary to Winslow Capital. This includes all investment information and results, offering materials, financial statements, and other information provided through this part of the Website.
You will use your best efforts to keep all this information strictly confidential. You will not disclose any of this information to any person or use it for any purpose other than those strictly permitted by us, in writing.
System Outages and Incomplete Transmissions
Internet software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be downloaded and displayed on a user’s computer. Winslow Capital is not liable for any damages, changes, or omissions that occur during transmission of information and materials.
Winslow Capital may terminate your access to the Website for any reason, without prior notice.
No waiver by Winslow Capital of any right under or term or provision of these Terms will be deemed a waiver of any other right, term, or provision of these Terms at the time of such waiver or a waiver of that or any other right, term, or provision of these Terms at any other time.
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
You are about to enter a website for professional/institutional investors and the information contained herein is not suitable for retail investors. Private/retail investors should not proceed any further.