Jim is a portfolio manager and equity analyst at Nuveen. Prior to this, he was an associate director of research, portfolio manager and equity analyst at Nuveen affiliate, NWQ Investment Management Company, LLC. Prior to joining NWQ in 2006, Jim spent seven years at Bel Air Investment Advisors, LLC, formerly a State Street Global Advisors Company, where he was a managing director and partner. Most recently, Jim was Chairman of the firm’s Equity Policy Committee and the portfolio manager for Bel Air’s Large Cap Core and Select strategies. Previous to this, he spent five years as an analyst and portfolio manager at ARCO Investment Management Company. Prior to that, he was an equity analyst

James Stephenson
Managing Director, Portfolio Manager and Equity Analyst
Nuveen
United States, California, Los Angeles
About Me
Profile Information
Managing Director, Portfolio Manager and Equity Analyst
Nuveen
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Los Angeles
California
United States
Jul 15, 2025
More profiles to browse
David R. Wilson
Managing Director & Head of Institutional Solutions, Head of Taxable Fixed Income Client Portfolio Management
Atreya Kuchibhatla
Product Manager
RU
Rekha Unnithan
Global Head Impact Private Equity
Sandra M. Schaufler
Managing Director, Co-Head of Sustainable Investing, Nuveen Equities and Fixed Income
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale