National Investment Services


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Fixed Income Portfolio Management

People

Robert J. Siefert | President, CPA

National Investment Services, Inc. & NISA, 1975

Peat, Marwick, Mitchell & Company, 1971-1973
Certified Public Accountant
University of Wisconsin - Whitewater

   

Kent J. White | Senior Vice President & Chief Investment Officer, CFA

National Investment Services, Inc., 1994
Business Men’s Assurance, 1989-1994
Peoples Heritage Federal Savings & Loan, 1986-1989
Chartered Financial Analyst
University of Kansas
Duke University, MBA

   

Barbara A. Schalla | Vice President, CFA

National Investment Services, Inc. & NISA, 1991
Blunt Ellis & Loewi, Inc., 1985-1991
Chartered Financial Analyst
University of Wisconsin - Milwaukee

   

Mark R. Anderson | Vice President, CFA

National Investment Services, Inc., 2000
Associated Trust Company, 1995-2000
Associated Bank, 1993-1995
Chartered Financial Analyst
University of Wisconsin - Stevens Point

   

Jason C. Berrie | Vice President, CFA

National Investment Services, Inc., 2003
The Guggenheim Group, LLC., 2001-2003
Midland Advisors Company, 1995-2001
Midland National Life Insurance Company, 1993-1995
Chartered Financial Analyst
University of Iowa

   

James S. Kaplan | CFA, Vice President

National Investment Services, Inc., 2009
William Blair & Company, 1994-2008
First Union National Bank, 1982-1994
Washington and Lee University, Lexington, VA

   

Lesly M. Barnes | Assistant Portfolio Manager

National Investment Services, Inc., 2007
Strong Capital Management, Inc., 2002-2005
Miami University - Oxford, OH


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