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This site has been created for exclusive use by institutional investors only and does not take into account the investment objectives, financial situation or specific needs of any individual investor. Information from this site should not be the sole basis for any investment decision.
James T. Stephenson, CFA®
Portfolio Manager, Equity Analyst
About James T. Stephenson
Jim is a portfolio manager and equity analyst at Nuveen and manages multiple equity income and value strategies. 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 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. Earlier in his career, he spent five years as an analyst and portfolio manager at ARCO Investment Management Company and served as 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 Chartered Financial Analyst® designation and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial professionals.
Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC
The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global. This material does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful to make such an offer.
NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE
© 2026 Nuveen, LLC. All rights reserved.
Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Securities, LLC, member FINRA and SIPC
The information on this website is intended for U.S. residents only. If you are a non-U.S. resident, please visit the Global section of our website www.nuveen.com/global. This material does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction in which such solicitation is unlawful or to any person to whom it is unlawful to make such an offer.
NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE
© 2026 Nuveen, LLC. All rights reserved.
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