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James T. Stephenson, CFA

  • Associate Director of Research and Portfolio Manager
Stephenson Bio Picture

About James T. Stephenson

Jim is an associate director of research, portfolio manager and equity analyst at NWQ.

Prior to joining the firm 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 at Trust Company of the West.

Jim graduated with a B.B.A. and M.S. in Business from the University of Wisconsin-Madison, where he participated in the Applied Security Analysis Program. He holds the CFA designation and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.

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