Michael Forrester

Nuveen Select Tax Free Income Portfolio operates as a closed-end investment fund/investment trust. It engages in the provision of current income exempted from regular federal income tax, consistent with preservation of capital by investing all of its assets in long-term municipal obligations with investment-grade ratings. The company was founded on March 19, 1992 and is headquartered in Chicago, IL.

Polen Capital Credit LLC (PCC) is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. Formerly known as DDJ Capital Management LLC, the firm was co-founded by David Breazzano in 1996 and was acquired by Polen Capital Management LLC in 2022. PCC provides discretionary investment advice to corporate domestic and foreign pension plans, public pension and retirement plans and Taft-Hartley plans. They also act as investment sub-advisors to certain US and non-US investment advisors and asset managers. PCC is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Nuveen Enhanced AMT-Free Municipal Credit Opportunities Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from regular federal income tax and to enhance portfolio value relative to the municipal bond market by investing in tax-exempt municipal bonds that the fund's investment adviser believes are underrated or undervalued or that represent municipal market sectors that are undervalued. The company was founded on July 12, 1999 and is headquartered in Chicago, IL.

Nuveen New Jersey Quality Municipal Income Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from regular federal and New Jersey income tax and to enhance portfolio value. The company was founded on March 27, 2001 and is headquartered in Chicago, IL.

Nuveen New York Quality Municipal Income Fund operates as a closed-end management investment company. It seeks to provide current income exempt from regular federal, and New York State and New York City income tax and to enhance portfolio value. The company was founded on May 26, 1999 and is headquartered in Chicago, IL.

Nuveen Preferred & Income Securities Fund is a closed-end investment fund. It engages in the business of enhancing portfolio value relative to the market for preferred securities by investing in securities and sectors that the fund?s sub-adviser believes are underrated or undervalued. The company was founded on June 24, 2002 and is headquartered in Chicago, IL.

Nuveen AMT-Free Quality Municipal Income Fund is a closed-end investment company. Its objective is to provide current income exempt from regular federal income tax and the alternative minimum tax applicable to individuals and to enhance portfolio value relative to the municipal bond market by investing in tax-exempt municipal bonds. The company was founded on July 29, 2002 and is headquartered in Chicago, IL.

Nuveen Municipal High Income Opportunity Fund is a closed-end management investment fund. Its investment objective is to provide high current income exempt from regular federal income tax and to seek attractive total return. The company was founded on October 8, 2003 and is headquartered in Chicago, IL.

Nuveen AMT-Free Municipal Value Fund operates as a closed-end investment trust. It intends to provide exempt current income from regular federal income taxes and to enhance portfolio value and total return. The company was founded on November 19, 2008 and is headquartered in Chicago, IL.

Nuveen Taxable Municipal Income Fund engages in the investment in taxable municipal securities. It also seeks enhanced portfolio value and total return. The company was founded on 2009 and is headquartered in Chicago, IL.

Copper Rock Capital Partners LLC (Copper Rock) is an independent asset management firm headquartered in Boston, Massachusetts. Founded in 2005, Copper Rock provides specialized equity management for pension and profit-sharing plans, institutional investors, investment limited partnerships and mutual funds.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Nuveen Municipal Credit Income Fund is a Closed-End Investment Fund/Investment Trust. Its investment objective is to provide current income exempt from regular federal income tax and the alternative minimum tax applicable to individuals and to enhance portfolio value relative to the municipal bond market by investing in tax-exempt municipal bonds. The company was founded on September 25, 2001 and is headquartered in Chicago, Illinois.

Nuveen Dynamic Municipal Opportunities Fund operates as a closed-end investment fund or investment trust. The Fund seeks total return through income exempt from regular federal income taxes and capital appreciation. It invests primarily in municipal securities, the income on which is exempt from regular U.S. federal income tax. The company was founded on August 26, 2020 and is headquartered in Chicago, IL.