Barbara A. Schalla, CFA

Portfolio Manager, Corporate Bonds

Barbara A. Schalla is a portfolio manager at National Investment Services. She is a member of the fixed income investment and asset pricing committees. An owner of the firm, Barb has been with the company since 1993. Barb co-manages the corporate bond portfolio and oversees adherence to investment policy guidelines and consistency among portfolios. Additionally, Barb helps coordinate dynamic fixed income strategy implementation as part of the decision-making team.

Prior to joining NIS, Barb worked at NISA prior to NIS becoming independent. Barb started her career at Blunt Ellis & Loewi.

Barbara holds a B.B.A. in finance from the University of Wisconsin – Milwaukee. She is a CFA charterholder.

OVERVIEW

National Investment Services, 1993
NISA, 1991
Blunt Ellis & Lowei, 1985-1991
University of Wisconsin - Milwaukee, BBA, Finance, 1985

CONTACT

Phone (414) 908-2755
Email Barbara A. Schalla, CFA