Bio

Carl Katerndahl is the Managing Partner of Winnick and Company responsible for all day to day operations of the firm. Mr. Katerndahl has over 30 years of financial services experience. In his early career he held portfolio management and investment Advisory roles at Morgan Stanley, Smith Barney and Merrill Lynch and then worked for Gordon Getty where he was a founder of the forward funds and Re-flow. He then joined NWQ asset management as a partner and Head of Distribution. They subsequently were sold to Nuveen and eventually to TIAA. Mr. Katerndahl ascended in the organization to run all distribution for the trillion dollar asset manager with record sales in excess of 100 billion annually. He served on both TIAA and Nuveen’s executive leadership team and was CEO of the broker dealer. Mr. Katerndahl also served on the M&A committee, the Alternatives product committee, the Real-estate product committee, the Executive product committee, the Compliance committee and the firms Operating committee.