January 25th, 2016

As you may know, National Investment Services has enjoyed an extended period of notable product performance.  In order to recognize outstanding contributions, and to demonstrate our commitment to development within the firm, we are pleased to announce several promotions:

Jason Berrie, CFA to Co-Chief Investment Officer
Jason has over 22 years in fixed income and has held a senior role in managing the team while specializing in the corporate sector.

Mark Anderson, CFA to Chief Strategy Officer
Mark’s background is 22 years in both equities and fixed income.  He also co-manages our Preferred Stock Fund.

Jim Kaplan, CFA to Lead Portfolio Manager, Structured Products
Jim has 32 years of experience.  He adds value with his deep knowledge of commercial and residential mortgage structures and trends.