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
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Disclaimer
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.
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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.
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Privacy Policy
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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
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Timeliness of Content
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Prohibited Uses
Except as otherwise stated in these Terms or as expressly authorized by Winslow Capital in writing, you may not:
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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
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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.
Termination
Winslow Capital may terminate your access to the Website for any reason, without prior notice.
Waiver
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.
The preceding Terms of use represent the entire agreement between Winslow Capital and the user relating to the subject matter herein.
Winslow Capital Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
Dated: December 2023
Important Information
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.
By clicking “Institutional/Professional Investors” you expressly acknowledge and confirm that you are accessing this site for the purposes of acquiring information as an institutional/professional investor and accept the Terms of Use.
