Jon Scott Meissner
About Jon Scott Meissner
Jon Scott Meissner (year of birth: 1973) serves as Vice President and Assistant Secretary of Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) with an indefinite term and length of service since 2019. His principal occupation over the past five years includes Managing Director, Mutual Fund Tax and Expense Administration for College Retirement Equities Fund, TIAA‑CREF Funds, TIAA‑CREF Life Funds, and TIAA Separate Account VA‑1, and Managing Director of Nuveen Fund Advisors, LLC; business address: 8500 Andrew Carnegie Blvd., Charlotte, NC 28262 . The Funds have no employees, and officers serve without any compensation from the Funds .
Past Roles
| Organization | Role | Years | Strategic Impact |
|---|---|---|---|
| Nuveen Fund Advisors, LLC | Managing Director | Past 5 years | Mutual fund tax and expense administration leadership |
| College Retirement Equities Fund | Managing Director, Mutual Fund Tax & Expense Administration | Past 5 years | Oversees tax/expense administration for CREF series |
| TIAA‑CREF Funds | Managing Director, Mutual Fund Tax & Expense Administration | Past 5 years | Oversees tax/expense administration for TIAA‑CREF mutual funds |
| TIAA‑CREF Life Funds | Managing Director, Mutual Fund Tax & Expense Administration | Past 5 years | Oversees tax/expense administration for life fund series |
| TIAA Separate Account VA‑1 | Managing Director, Mutual Fund Tax & Expense Administration | Past 5 years | Oversees tax/expense administration for VA‑1 separate account |
| Nuveen/TIAA | Various positions previously | Not disclosed | Prior roles at Nuveen/TIAA (not specified) |
External Roles
| Organization | Role | Years | Strategic Impact |
|---|---|---|---|
| Teachers Advisors, LLC; TIAA‑CREF Investment Management, LLC | Managing Director/affiliated roles noted in principal occupations | Past 5 years | Supports fund complex operations across affiliated investment platforms |
Fixed Compensation
| Component | Amount | Source/Notes |
|---|---|---|
| Fund‑level base salary | $0 | Officers serve without any compensation from the Funds |
| Fund‑level target/actual bonus | $0 | Officers serve without any compensation from the Funds |
| Adviser compensation disclosure | Not disclosed | Officer comp is paid by parent/adviser and not disclosed at fund level; CCO comp is paid by the Adviser and partially reimbursed by Funds |
Performance Compensation
| Metric | Weighting | Target | Actual | Payout | Vesting |
|---|---|---|---|---|---|
| Not applicable at fund level | — | — | — | — | Officers receive no fund‑level equity/options awards or incentive pay |
Equity Ownership & Alignment
| Source | Date | Title of Security | Amount Beneficially Owned | Ownership Form | Notes |
|---|---|---|---|---|---|
| SEC Form 3 (Initial Statement) | Event: 10/07/2019; Filed: 10/17/2019 | Common Shares | 0 | — | “No securities are beneficially owned”; relationship: Officer (Vice President) |
| DEF 14A | Record: 02/18/2025 | Group beneficial ownership (Board members and executive officers) | <1% of outstanding | Group | Board members and executive officers as a group beneficially owned less than 1% |
| DEF 14A | Record: 02/18/2025 | SPXX Common Shares Outstanding | 17,960,021 | — | Shares outstanding as of record date |
- Stock ownership guidelines, pledging, hedging policies for officers: not disclosed in fund filings. Officers receive no compensation or equity from the Funds .
Employment Terms
| Term | Detail | Source |
|---|---|---|
| Position | Vice President and Assistant Secretary | |
| Year of Birth | 1973 | |
| Business Address | 8500 Andrew Carnegie Blvd., Charlotte, NC 28262 | |
| Term of Office | Indefinite | |
| Length of Service | Since 2019 | |
| Election & Tenure Mechanics | Officers are elected by the Board annually to serve until successors are elected and qualified | |
| Fund‑level Compensation | Officers serve without any compensation from the Funds | |
| Severance/Change‑of‑Control | Not disclosed in fund filings |
Investment Implications
- Pay‑for‑performance levers at the fund level are limited: officers are unpaid by the Funds and receive no fund‑level equity or option awards, reducing direct fund‑level incentive alignment signals for trading or governance analysis .
- Insider alignment via SPXX equity appears minimal at appointment: Meissner’s Form 3 reported zero beneficial ownership, and fund filings do not disclose officer equity awards or vesting schedules; typical insider‑selling/vesting pressure is therefore not a factor at the fund level .
- Tenure continuity: Meissner’s indefinite term and service since 2019, with annual officer elections by the Board, suggests administrative stability; retention risk hinges on Nuveen/TIAA employment terms, which are outside SPXX’s fund disclosures .