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Marc Cardella

Vice President and Controller (Principal Financial Officer) at Nuveen Preferred & Income Opportunities Fund
Executive

About Marc Cardella

Marc Cardella (born 1984) serves as Vice President and Controller (Principal Financial Officer) of Nuveen Preferred & Income Opportunities Fund (JPC), with an indefinite term and service since 2024; officers are elected annually by the Board and serve until successors are elected and qualified . He is Senior Managing Director, Head of Public Investment Finance at Nuveen; Senior Managing Director at Teachers Advisors, LLC and TIAA‑CREF Investment Management, LLC; Managing Director at Teachers Insurance and Annuity Association of America and TIAA SMA Strategies LLC; and Principal Financial Officer, Principal Accounting Officer and Treasurer of TIAA Separate Account VA‑1 and the College Retirement Equities Fund . He signed the Fund’s N‑14 registration statement on June 9, 2025 as the principal financial and accounting officer . Officers of the Funds receive no compensation from the Funds; the Funds’ CCO is paid by the Adviser with the Funds reimbursing an allocable portion of the CCO’s incentive compensation .

Past Roles

OrganizationRoleYearsStrategic Impact
NuveenSenior Managing Director; Head of Public Investment FinancePast 5 years (current)Leads public investment finance function
Teachers Advisors, LLCSenior Managing DirectorPast 5 yearsSenior leadership in advisory entity
TIAA‑CREF Investment Management, LLCSenior Managing DirectorPast 5 yearsSenior leadership in investment management
Teachers Insurance and Annuity Association of America; TIAA SMA Strategies LLCManaging DirectorPast 5 yearsSenior leadership across TIAA legal entities
TIAA Separate Account VA‑1; College Retirement Equities Fund (CREF)Principal Financial Officer, Principal Accounting Officer, and TreasurerPast 5 yearsPrincipal finance and accounting oversight

External Roles

OrganizationRoleYearsNotes
TIAA Separate Account VA‑1Principal Financial Officer, Principal Accounting Officer, and TreasurerPast 5 yearsListed as current principal roles
College Retirement Equities Fund (CREF)Principal Financial Officer, Principal Accounting Officer, and TreasurerPast 5 yearsListed as current principal roles

Fixed Compensation

ComponentFund-Paid AmountNotes
Base salary$0Officers receive no compensation from the Funds
Target bonus %$0Officers receive no compensation from the Funds
Actual bonus$0Officers receive no compensation from the Funds
Stock awards (RSUs/PSUs)Not disclosedFund does not compensate officers; no equity grants disclosed
Option awardsNot disclosedFund does not compensate officers; no options disclosed
PerquisitesNot disclosedNot disclosed for officers; Fund does not pay officers

The Funds’ CCO compensation (base and incentive) is paid by the Adviser; Funds reimburse an allocable portion of the Adviser’s cost of the CCO’s incentive compensation .

Performance Compensation

MetricWeightingTargetActualPayoutVesting
None (Fund-paid officer incentives)

No performance-based compensation is paid by the Fund to officers; metrics and payouts are not applicable .

Equity Ownership & Alignment

SecurityBeneficially OwnedFiling DateEvent DateNotes
JPC common shares0Form 3 filed 12/03/202412/02/2024“No securities are beneficially owned.”; Relationship: Officer (VP and Controller)
  • Ownership as % of shares outstanding: 0% (based on Form 3 indicating no beneficial ownership) .
  • Shares pledged as collateral: Not disclosed in filings reviewed .
  • Stock ownership guidelines for officers: Not disclosed in Fund filings; beneficial ownership tables provided for Board Members, not officers individually .
  • Section 16 filing compliance: Funds reported Board Members and officers were in compliance with applicable filing requirements in the prior fiscal year .

Employment Terms

Term ElementDisclosure
PositionVice President and Controller (Principal Financial Officer)
Term lengthIndefinite; officers elected annually by the Board and serve until successors are elected and qualified
Start date at JPCSince 2024
Contract expiration/auto-renewalNot applicable/disclosed; officers serve at Board’s election
Severance & change-of-controlNot disclosed for officers; no Fund-paid officer compensation
Clawback provisionsNot disclosed for officers
Non-compete / non-solicit / garden leaveNot disclosed for officers
Post-termination consultingNot disclosed for officers
Signatory authoritySigned N‑14 on June 9, 2025 as principal financial and accounting officer

Investment Implications

  • Compensation alignment: As a closed‑end fund officer, Cardella receives no compensation from JPC; his compensation is at Nuveen/TIAA entities and not disclosed in Fund filings, limiting pay‑for‑performance analysis at the Fund level .
  • Insider selling pressure: Form 3 indicates zero beneficial ownership of JPC shares, implying minimal direct insider selling pressure or trading signals tied to his holdings .
  • Equity alignment and pledging: No JPC share ownership and no pledging disclosures, suggesting low direct “skin‑in‑the‑game” at the Fund level; ownership guidelines for officers are not disclosed .
  • Retention and change‑of‑control: Officer terms are indefinite and at Board election; severance/change‑of‑control economics are not disclosed for officers, and compensation resides at the Adviser (Nuveen/TIAA), so retention risk is driven by parent‑company arrangements outside the Fund’s proxy scope .
  • Governance and execution: Cardella serves as the Fund’s principal financial officer and signed the N‑14 filing, providing accountability for financial reporting and transaction execution; however, performance metrics like TSR, revenue, EBITDA during his tenure are not disclosed in Fund filings .