Kent J. White, CFA

Co-Chief Investment Officer

Kent J. White is the Co-Chief Investment Officer at National Investment Services. He also serves on the board of directors and is 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 is 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 also is lead portfolio manager for the total absolute return strategy, and co-manages 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. He is a CFA charterholder. Kent is a volunteer and board member for the LeadaChild charity.

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, CFA