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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 NIS manages a wide range of fixed income and alternative strategies designed to provide institutional investors with consistent performance and downside protection. | 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 National Investment Services, Inc. is an active manager. | Miembro del Comité de Inversión | 09/10/2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analista-Renta Fija | 31/12/2008 |
First Union National Bank (Charlotte, North Carolina)
 First Union National Bank (Charlotte, North Carolina) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Formación de Jim Kaplan.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
84
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Union National Bank (Charlotte, North Carolina)
First Union National Bank (Charlotte, North Carolina) Major BanksFinance Nationally chartered commercial bank | Finance |
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance NIS manages a wide range of fixed income and alternative strategies designed to provide institutional investors with consistent performance and downside protection. | Finance |
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