John Amboian

Amboian is an industry advisor to Madison Dearborn Partners and a senior advisor at Estancia Capital, a middle market private equity fund with a focus on financial services. He also serves as a board member of North Square Investments, a boutique asset management firm in Chicago.

Amboian also sits on the boards of several private investment companies and advises several small businesses on organic and inorganic growth initiatives through JA Capital Advisors, LLC. He was previously a director at Nuveen Mutual Funds.

Leadership

john amboian has been a great leader and helped build Nuveen Investments into one of the largest mutual fund companies in the world. He is known for his ability to successfully lead through mergers and acquisitions and capital markets transactions. He served as the CEO of Nuveen Investments from 2007 through 2016.

Currently, he is an industry advisor to private equity firm Madison Dearborn Partners and a senior advisor to Estancia Capital, a small/middle market private equity firm with a focus on financial services. He also chairs the board of North Square Investments, a boutique asset management company in Chicago.

He is also a member of the board of Lurie Children’s Hospital and its investment committee, as well as several civic and not-for-profit organizations in the city of Chicago. He has 13 different businesses under his wing, including JA Capital Advisors, LLC, which advises several small businesses on organic and inorganic growth initiatives. The most impressive business of all is probably the TIAA (Teachers Insurance and Annuity Association of New York) deal that he helped make happen.

Mergers & Acquisitions

John Amboian has more than 30 years of experience in mergers and acquisitions, capital management, product development, branding and distribution for both public and private companies. He joined Nuveen Investments in 1995 as CFO, becoming Chairman and CEO in 2007.

He has participated in over 20 M&A and capital markets transactions, guiding the firm through its sale process to TIAA (Teacher’s Insurance and Annuity Association) in 2014 and numerous other public and private transactions. He also served on the board of Nuveen Mutual Funds and on the Nuveen Investments public board.

Currently, he is an Independent Director of Adams Street Partners, a leading private-market investment firm and an industry advisor to Madison Dearborn Partners. He is also a Senior Advisor to Estancia Capital, a middle market private equity fund with a focus on financial services and Chairman of North Square Investments, a multi-boutique asset management firm in Chicago. He serves on the boards of several civic and not-for-profit organizations in the Chicago area.

Investment Management

Investment management involves the creation of strategies and executing trades within a financial portfolio. It involves determining the client’s risk tolerance and goals, and then designing and implementing a plan that aligns with those priorities.

Investment managers are typically required to be certified by the Securities and Exchange Commission. They charge clients a fee for their services and take a percentage of the profits from each portfolio they manage.

In addition, they must also hire and train professionals who deal with clients’ money. They must also oversee internal systems, account for cash flow and track fund valuations and transactions.

John Amboian has a wealth of experience in asset management and has helped countless individuals with their portfolios. He is an independent director of Adams Street Partners, a private-markets investment firm, and is a senior advisor to Estancia Capital. He is also chairman of North Square Investments, a boutique asset management firm in Chicago. He is on the advisory board of Cresset Capital Management and advises several small businesses on organic and inorganic growth initiatives through JA Capital Advisors.

Financial Services

John Amboian has a wealth of financial services expertise including mergers and acquisitions, product development, branding, and distribution. He has served at Madison Dearborn Partners as an industry advisor and is an Independent Director of the general partnership of Adams Street Partners, a private-markets investment firm. He also advises several small businesses on organic and inorganic growth initiatives through JA Capital Advisors, LLC.

John Amboian is a philanthropist and has been recognized by the Chicago Business Community as one of the city’s most active philanthropists. He is a member of the board of Lurie Children’s Hospital and its investment committee, and chairs the Investment Committee of the North Shore Country Day School Foundation. He is a board member of Evanston Capital Management, an alternative-investment manager and serves on the advisory boards of Cresset Capital Management and InspereX LLC, a FinTech fixed-income underwriter and distributor.