James Stephenson's Location
Los Angeles, CA, US
James Stephenson's Work
- Managing Director, Portfolio Manager @ Nuveen, a TIAA company
- Partner, Portfolio Manager, Chair of Equity Policy Committee @ Bel Air Investment Advisors LLC
- Equity Analyst, Portfolio Manager @ ARCO Investment Management
- Equity Analyst @ Trust Company of the West
James Stephenson's Education
- University of Wisconsin-Madison
Master of Science - MS (Business - Finance & Investment Managment)
1989 - 1991 - CFA Institute
CFA
- University of Wisconsin-Madison
Bachelor of Business Administration - BBA (Business - Finance & Investment Management)
1985 - 1989
James Stephenson's Skills
- Equities
- Portfolio Management
- Financial Modeling
- Investments
- Bloomberg
- Asset Management
- Strategy
- Valuation
- Mutual Funds
James Stephenson's Summary
James Stephenson, based in Los Angeles, CA, US, is currently a Managing Director, Portfolio Manager at Nuveen, a TIAA company, bringing experience from previous roles at Bel Air Investment Advisors, ARCO Investment Management and Trust Company of the West. James Stephenson holds a 1989 - 1991 Master of Science - MS in Business - Finance & Investment Managment @ University of Wisconsin-Madison. With a robust skill set that includes Equities, Portfolio Management, Financial Modeling, Investments, Bloomberg and more, James Stephenson contributes valuable insights to the industry. James Stephenson has 2 emails and 1 mobile phone number on RocketReach.
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