Jason A. Castillo
Analist-Vaste Inkomen bij Kovitz Investment Group Partners LLC
Profiel
Mr. Jason A.
Castillo, CFA, is a Manager of Municipal Investments at Kovitz Investment Group Partners LLC.
He is a member of the fixed income team and specializes in municipal bond investments.
His areas of focus include portfolio trading, market analysis, and credit research.
In addition to his responsibilities on the investment team he manages projects related to system architecture and business operations.
Prior to joining Kovitz in 2018, he worked as an Analyst at Nuveen on their fixed income and equity trading teams, supporting multiple strategies.
Before Nuveen he worked as a Consultant advising buy-side investment management firms on trading and portfolio management optimization.
He received his Bachelor of Science degrees in Finance and Accounting from Boston College in 2014.
He is a CFA® Charterholder.
Actieve functies van Jason A. Castillo
| Bedrijven | Functie | Begin |
|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Analist-Vaste Inkomen | 01-08-2018 |
Opleiding van Jason A. Castillo
| Boston College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
