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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Kelli Marti

Senior Managing Director, Senior Portfolio Manager, Head of CLO Management
Kelli

About Kelli Marti

Kelli is a Senior Managing Director, Senior Portfolio Manager and the Head of CLO Management at Churchill. As Head of CLO Management, she is responsible for the management and growth of Churchill’s middle market CLO platform, including day-to-day vehicle oversight, assisting in the sourcing of assets and trading strategy development, as well as leading the fundraising initiatives. As Senior Portfolio Manager, Kelli manages Nuveen Churchill Private Capital Income Fund (PCAP), as well as various other Churchill funds. For PCAP, Kelli oversees the day-to-day investment activity and helps to make investment decisions on behalf of the fund. Kelli also serves as a member of the Senior Lending Investment Committee for Upper Middle Market transactions, as well as the firm’s Operating Committee.

Prior to joining Churchill in 2020, Kelli was a Managing Director and the Chief Credit Officer at Crestline Denali Capital, a CLO asset manager, where she was responsible for overseeing the firm’s entire credit function including new business underwriting and portfolio management. She also served on the firm’s Investment Committee. Previously, Kelli was a Vice President at Heller Financial where she was responsible for underwriting and managing middle market loans. Prior to joining Heller, she was an Assistant Vice President at First Source Financial where she underwrote direct middle market transactions on behalf of the firm’s CLO portfolio. Kelli began her career as an auditor at KPMG in Chicago.

Kelli graduated magna cum laude with a B.S. in Accounting from the University of Notre Dame and received her M.B.A. with high honors from the Kellogg School of Management at Northwestern University. She previously earned her CPA certification.

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