Nan Cleveland

Senior Vice President | Investment Advisor

Nan is the Senior Vice President of Cleveland Hauswirth. She served as Principal and Chief Operating Officer of Innovative Investment Advisory, Inc. from 2001 to 2004, and as Principal/Owner of Cleveland Hauswirth Investment Management, Inc. through 2017. She came directly from Maier Hauswirth Investment Advisors, LLC, which she joined at inception in 1995 and served as Vice President — Investments. After Maier Hauswirth's acquisition by Wells Fargo Bank, she operated as regional Portfolio Manager for the Institutional Asset Management division. Nan's career in financial services began at regional firm Robert W. Baird & Co. Inc. in brokerage operations. Moving to GS2 Securities (initially Investment Account Services Corp., subsidiary of Richard Schilffarth & Assoc.), she spent eight years providing investment management services for institutional accounts. Immediately prior to joining Maier Hauswirth, she was manager for Kemper Clearing Corp.'s money market and VISA Card departments.

In her spare time, you can find Nan cooking, baking and dining with friends. Also, she enjoys the outdoors including hiking and walking. Another fun fact, Nan is a lifelong chorus member and ensemble singer. If you need a karaoke ringer, Nan is your pick!

 

Nan holds a BA, cum laude, from Butler University in Indianapolis, IN. Throughout her career, she earned FINRA Licenses Series 7 and 63, Registered Investment Advisor Representative Series 65, and Investment Company Products/ Variable Contacts Principal Series 26.