Raymond M. Caprio

Director, Institutional Sales

Raymond M. Caprio is a director of institutional sales at National Investment Services. He joined the firm in 2015 and is actively involved in marketing the firm’s capabilities to institutional investors. Ray’s primary focus is on healthcare, corporate plans, endowments, foundations and non-profits.

Prior to joining NIS, Ray served as a vice president and investment consultant for Marquette Associates where he was responsible for advising institutional investors on portfolio construction, asset allocation, portfolio rebalancing, investment manager due diligence and investment policy guidelines. Prior to joining Marquette, Ray was a consulting group analyst at Morgan Stanley in the private client account management group.

Ray holds a B.S. in finance from Bradley University and an M.B.A. from the University of Notre Dame.

Ray is a member of Chairman’s Advisory Council for the Big Shoulders Fund and a member of the investment management committee for the International Foundation of Employee Benefit Plans.

OVERVIEW

National Investment Services, Inc., 2015
Marquette Associates, 2005 - 2015
University of Notre Dame, MBA
Bradley University, BS Finance

CONTACT

Phone (312) 224-3070
Email Raymond M. Caprio