Jason A. Castillo

Analyst-Fixed Income at Kovitz Investment Group Partners LLC

Finance

Consumer Services

Profile

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.

Jason A. Castillo active positions

Companies	Position	Start
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.	Analyst-Fixed Income	01/08/2018

All active positions of Jason A. Castillo

Training of Jason A. Castillo

Boston College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Jason A. Castillo's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
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