Jim Stephenson

Analyst-Equity at

Nuveen Asset Management LLC

Finance

Consumer Services

Profile

Mr. James T.
Stephenson, CFA, is a Portfolio Manager & Equity Analyst at Nuveen Asset Management LLC.
He is also an 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, Mr. Stephenson 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, he 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 at Trust Company of the West.
Mr. Stephenson received his B.B.A. and M.S.
in Business from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program.
In addition, he earned the designation of Chartered Financial Analyst in 1993 and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.

Jim Stephenson active positions

Companies	Position	Start
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Analyst-Equity	2021-12-30

All active positions of Jim Stephenson

Former positions of Jim Stephenson

Companies	Position	End
NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion.	Analyst-Equity	2021-12-30
Bel Air Investment Advisors LLC Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash.	Chief Investment Officer	2005-12-30
TCW Asset Management Co. LLC TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.	Analyst-Equity	-

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Private companies	5
TCW Asset Management Co. LLC TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets.	Finance
NWQ Investment Management Co. LLC NWQ Investment Management Co. LLC Investment ManagersFinance NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process across the capitalization spectrum. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, the firm typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value. NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Their stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion.	Finance
Bel Air Investment Advisors LLC Bel Air Investment Advisors LLC Investment ManagersFinance Bel Air employs a longer-term investment approach that seeks to achieve consistent, risk-adjusted after-tax returns over time. The firm allocates assets across four major categories: equities, fixed-income, alternative investments and cash.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nuveen Asset Management LLC Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques.	Finance