Kent J. White

Senior Adviser

Kent J. White (CFA inactive certificate holder), is a Senior Adviser, following his role as Co-Chief Investment Officer at National Investment Services. He also served on the board of directors and was a member of the management, fixed income investment and asset pricing committees. An owner of the firm, Kent has been with the company since 1994. As co-CIO, Kent was responsible for working in conjunction with Jason C. Berrie to develop the firm’s investment strategies and oversee implementation of final portfolio decisions across all strategies. He has substantial experience in all market sectors and provides regular input on MBS sectors including residential and commercial, as well as consumer and esoteric ABS sectors. Kent was also a lead portfolio manager for the total absolute return strategy, and co-managed the municipal bond portion of client portfolios.

Before being appointed CIO, he held the role of CFIO. Prior to joining NIS, Kent served as a portfolio manager at Business Men’s Assurance. He began his career at the Peoples Heritage Federal Savings & Loan.

Kent holds a B.S. in pharmacy from the University of Kansas and an M.B.A. in finance from Duke University. Kent serves as a board member and chairman of the Endowment fund for LeadaChild, a Lutheran recognized service organization serving educational needs of children worldwide.

OVERVIEW

National Investment Services, Inc., 1994
Business Men’s Assurance, 1989-1994
People's Heritage Federal Savings & Loan, 1986-1989
Duke University, MBA, Finance
University of Kansas, BS, Pharmacy

CONTACT

Phone (414) 908-2764
Email Kent J. White