Jason C. Berrie, CFA
Chief Investment Officer
 

Jason C. Berrie is the Chief Investment Officer at National Investment Services. He also serves on the board of directors and is a member of the executive committee. As CIO, Jason is responsible for developing investment strategies and overseeing final portfolio decisions. He is the lead portfolio manager for the corporate bond team and is 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, B.B.A.