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John K. Nelson

About John K. Nelson

Independent Board Member of Nuveen AMT‑Free Municipal Credit Income Fund (NVG) since 2013; born 1962. Former CEO of ABN AMRO N.V. North America and Global Head of the Financial Markets Division; BA in Economics and MBA in Finance from Fordham University . All Nuveen fund board members, including Nelson, are classified as Independent under the 1940 Act and have never been employees or directors of TIAA/Nuveen or affiliates .

Past Roles

OrganizationRoleTenureCommittees/Impact
ABN AMRO N.V. North AmericaChief Executive Officer2007–2008Led North American operations; also served as Global Head of Financial Markets Division encompassing currency, commodity, fixed income, EM, derivatives
ABN AMRO (incl. LaSalle Bank Corp.)Various executive leadership roles1996–2007Senior positions across global banking and markets
Deloitte Consulting LLPSenior External Advisor, Financial Services practice2012–2014Advisory focus in financial services
Federal Reserve FX CommitteeMemberNot specifiedRepresented ABN AMRO on FX committee; also represented on Bank of Canada, ECB, Bank of England committees

External Roles

OrganizationRoleTenureNotes
Core12 LLC (private branding/marketing firm)Director2008–2023Private company board service
Fordham University – President’s CouncilMember/Director2010–2019University advisory leadership
Fordham – Curran Center for Catholic American StudiesDirector2009–2018Academic center governance
Marian UniversityTrustee and Chairman of the Board of Trustees2011–2013Non‑profit/academic governance

Board Governance

  • Committee assignments and roles:
    • Audit Committee: Chair; designated “audit committee financial expert” (along with Boateng, Starr, Young) .
    • Executive Committee: Member (Young—Chair; Kenny; Nelson; Toth) .
    • Dividend Committee: Member (Thornton—Chair; Lancellotta; Kenny; Nelson; Starr) .
    • Nominating & Governance Committee: Member (Young—Chair; full independent membership) .
    • Investment Committee: Member (Boateng & Lancellotta—Co‑Chairs; full independent membership) .
    • Closed‑End Fund Committee: Member (Moschner—Chair; Kenny; Nelson; Starr; Thornton; Wolff; Young) .
  • Independence status: All board members (including Nelson) are “Independent Board Members” under the 1940 Act; none have been employees/directors of TIAA/Nuveen or affiliates .
  • Attendance: Each Board Member attended at least 75% of Board and applicable committee meetings during the last fiscal year .
  • Tenure and oversight scope: Board service since 2013; oversees 217 portfolios in the Nuveen/TIAA fund complex .

Fixed Compensation

Compensation structure for Independent Board Members (service across the fund complex; allocated among funds):

Pay Element2024 Amount2025 AmountNotes
Annual Board retainer$350,000$350,000Effective Jan 1, 2024 and continuing in 2025
Audit Committee membership retainer$30,000$35,000Per member
Compliance, Risk Mgmt & Regulatory Oversight membership retainer$30,000$35,000Per member
Investment Committee membership retainer$20,000$30,000Per member
Dividend Committee membership retainer$20,000$25,000Per member
Nominating & Governance membership retainer$20,000$25,000Per member
Closed‑End Fund Committee membership retainer$20,000$25,000Per member
Board Chair$140,000$150,000Additional to annual retainer
Audit Committee Chair$30,000$35,000Additional to annual retainer
Investment Committee Chair/Co‑Chair$20,000$30,000Additional to annual retainer
Dividend, Nominating & Governance, Closed‑End Chairs$20,000$25,000Additional to annual retainer
Ad hoc meeting fee$1,000 or $2,500$1,000 or $2,500Based on meeting length/immediacy
Special assignment committees (quarterly fees)Chair: $1,250; Members: $5,000Chair: $1,250+; Members: $5,000+Starting levels; complexity‑dependent

NVG fund‑level compensation paid to Nelson:

MetricFY 2024
Aggregate Compensation from NVG ($)$13,359

Notes: Funds do not have retirement or pension plans; officers are unpaid by the funds (CCO compensation paid by Adviser with Board oversight) .

Performance Compensation

Pay ElementPerformance Metrics TiedVesting/TermsDisclosed?
Annual retainer and committee retainers/feesNoneCash retainers and meeting fees; no bonuses, stock awards, or options disclosed for directorsYes (structure only)
Deferred Compensation Plan (elective)Not performance‑based; account value tracks selected Nuveen fund sharesDistributions in lump sum or over 2–20 years; credited to book reserve account of Participating FundYes

Director equity grants, options, PSU/RSU, performance metrics (TSR/EBITDA/ESG), clawbacks, gross‑ups, severance/CIC provisions: Not disclosed for Independent Board Members .

Other Directorships & Interlocks

CompanyTypeRoleCurrent/Past
Core12 LLCPrivateDirectorPast (2008–2023)
Fordham University (President’s Council)Non‑profit/AcademicDirectorPast (2010–2019)
Curran Center (Fordham)AcademicDirectorPast (2009–2018)
Marian UniversityAcademicTrustee/ChairPast (2011–2013)

No current public company directorships disclosed for Nelson; no shared directorships with Nuveen’s key counterparties disclosed .

Expertise & Qualifications

  • Extensive global banking/markets leadership (ABN AMRO; FX markets; derivatives) .
  • Audit Chair and SEC‑defined “audit committee financial expert,” indicating strong financial reporting oversight capabilities .
  • Advanced finance education (Fordham BA Econ; MBA Finance) .
  • Broad governance experience across non‑profit/academic boards .

Equity Ownership

MetricNVG
Dollar range of equity securities beneficially owned$0
Shares beneficially owned0
Individual ownership as % of outstanding shares<1% (for each Board Member)
MetricFund Complex
Aggregate range of equity securities beneficially owned across all registered investment companies overseenOver $100,000

Shares pledged/hedged: Not disclosed. Vested/unvested breakdown, options, in‑the‑money value: Not disclosed .

Governance Assessment

  • Strengths:
    • Audit Committee Chair and financial expert; robust committee coverage (Executive, Dividend, Nominating & Governance, Investment, Closed‑End), supporting board effectiveness in risk, valuation, performance, and distribution oversight .
    • Independence under the 1940 Act; not affiliated with TIAA/Nuveen; attendance ≥75% of meetings in last fiscal year, indicating engagement .
  • Potential investor‑confidence considerations:
    • No NVG share ownership disclosed (dollar range $0; 0 shares), which may signal limited direct “skin‑in‑the‑game” at the fund level; board guideline expects members to invest at least one year of compensation in funds within the complex, but individual compliance status is not stated (aggregate across the complex is “Over $100,000”) .
    • No related‑party transactions or conflicts disclosed for Nelson (contrast to separate disclosure regarding another Board Member’s external holdings), supporting independence but limiting visibility into ownership alignment mechanisms (e.g., pledging policies) .
  • Compliance/filings:
    • Section 16(a)/30(h) filings: Funds report compliance by Board Members and officers in the last fiscal year; no Nelson issues noted (2025); a late Form 4 was noted for an officer (not Nelson) in 2024 .

Appendix: Meeting Cadence (Board workload context)

FundRegular Board MtgsSpecial Board MtgsAudit Committee Mtgs
NVG (FY last year in proxy)4814

This cadence indicates a high volume of audit‑related oversight aligned with Nelson’s role as Audit Chair .