Jim Kaplan
Miembro del Comité de Inversión en National Investment Services of America LLC .
Perfil
Mr. James S.
Kaplan, CFA, is a Lead Portfolio Manager of Structured Products at National Investment Services of America LLC.
He is a member of the fixed income investment and asset pricing committees.
He has been with the company since 2009.
He is responsible for the management of all mortgage products including residential and commercial, consumer ABS sectors, and esoteric ABS sectors.
Prior to joining the firm, Mr. Kaplan was a lead portfolio manager of structured products at William Blair & Company.
He was also the co-manager on two taxable bond funds and one money-market fund.
He began his career at First Union National Bank.
He holds a B.A.
in economics and political science from Washington and Lee University.
He is a CFA charter holder.
Cargos activos de Jim Kaplan
| Empresas | Cargo | Inicio |
|---|---|---|
National Investment Services of America LLC
 National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Miembro del Comité de Inversión | 09/10/2019 |
Antiguos cargos conocidos de Jim Kaplan.
| Empresas | Cargo | Fin |
|---|---|---|
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Miembro del Comité de Inversión | 09/10/2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analista-Renta Fija | 31/12/2008 |
| First Union National Bank (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Formación de Jim Kaplan.
| Washington & Lee University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Finance |
| First Union National Bank (Charlotte, North Carolina) | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Finance |
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