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
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