Nina G. Zotter

Portfolio Manager

Nina has over 20 years investment experience with NYSE-listed companies in the Philadelphia and Princeton areas. Most recently Nina worked within the insurance industry, with multi-billion dollar portfolios comprising asset allocations across multiple fixed income security types, including corporate, municipal, government, and international issuers, and diversified across multiple sectors, geographies, and risk profiles. Nina’s combined experience with taxable and tax-exempt issuers and various state regulatory regimes gives her a unique perspective on asset allocation, security characteristics, and risk management.

Nina is a graduate of LaSalle University (MBA Finance 2000) and Pennsylvania State University (BA Liberal Arts 1976). She passed the Series 65 Uniform Investment Adviser Law Exam. Nina is a supporter of the arts, and is active in local golf organizations.
Nina is originally from the Philadelphia area, and now lives with her husband and family in Naples Florida.