Jason C. Berrie, CFA

Co-Chief Investment Officer

Jason C. Berrie is the co-chief investment officer at National Investment Services. He also serves on the board of directors, and is a member of the fixed income investment and management committees. An owner of the firm, Jason has been with the company since 2003. As co-CIO, Jason is responsible for working in conjunction with Kent J. White to develop investment strategies and oversee final portfolio decisions. He is the lead portfolio manager for the corporate bond team and is also charged with determining high yield allocations within the core plus, intermediate plus, and dynamic fixed income investment strategies. Jason is also lead portfolio manager for the short duration high yield strategy.

Prior to joining NIS, Jason served as a portfolio manager at both the Guggenheim Group and Midland Advisors Company.

Jason holds a B.B.A. in business administration from the University of Iowa. He is a CFA charterholder.

OVERVIEW

National Investment Services, 2003
The Guggenheim Group, 2001-2003
Midland Advisors Company, 1995-2001
Midland National Life Insurance Company, 1993-1995
University of Iowa, BBA, 1991

CONTACT

Phone (414) 908-2730
Email Jason C. Berrie, CFA