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Jason J. Castelluccio, CIMA®

Client Portfolio Manager

About Jason J. Castelluccio

Jason is a client portfolio manager for Nuveen’s U.S. equity group, providing financial market, economic and policy perspectives in conjunction with insights into specific investment strategies and individual stocks. In this role, he is integrated into the portfolio management team, responsible for developing and communicating information and thought leadership papers about elements of our investment philosophy, process, portfolio construction and performance to institutional, retail and defined contribution analysts and financial professionals.

Prior to joining the firm in 2016, he was an executive director and client portfolio manager at J.P. Morgan Asset Management supporting developed international equity strategies. Prior to J.P. Morgan Asset Management, Jason worked in similar roles at Davis Advisors and Smith Barney. Jason began working in the investment industry in 2003.

Jason graduated with a B.S. in Business Administration with a concentration in Finance from the University of Delaware and an M.B.A. with a concentration in Finance from Fordham University. He also holds the CIMA designation.

Investments & Wealth Institute (the Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management consultants.

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