Jason is a client portfolio manager for the U.S. equity group, where he supports sales and marketing activity related to all of the strategies in the Large Cap Equity Series. In this role, he is integrated into the portfolio management team, helping to develop and communicate information about financial markets, investment process, portfolio construction and performance to institutional, retail and defined contribution analysts and financial advisers.
Jason began working in the financial industry in 2003. Prior to joining Nuveen Asset Management in 2016, he was an executive director and client portfolio manager at J.P. Morgan Asset Management supporting a variety of equity strategies. Prior to J.P. Morgan Asset Management, Jason worked in similar roles at Davis Advisors and Smith Barney.
Jason earned an M.B.A. with a concentration in finance from Fordham University and a B.S. in business administration with a concentration in finance from the University of Delaware.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.