Richard J. Tauber, CFA

Fixed Income Analyst

Rick Tauber, CFA (CPA inactive certificate holder), is a Fixed Income Analyst at National Investment Services. He joined the firm in 2019 and is responsible for research coverage in the energy, aerospace and automotive industries.

Prior to joining NIS, Rick was the Senior Vice President of Corporate Credit Ratings for Morningstar, Inc. He also held the position Director of Corporate Bond Research during his time at Morningstar. Previously, he was a Senior High Yield and Convertible Bond Analyst for Grace Brothers Management, LLC, a Senior Fixed Income Analyst for Stein Roe & Farnham, and a Senior Investment Analyst for Metropolitan Life Insurance Company.

Rick holds a B.S. in accounting and an M.B.A. in finance from the University of Illinois and the University of Michigan, respectively. Rick is a CFA charterholder and a Certified Public Accountant inactive certificate holder.


National Investment Services, 2019
Morningstar, 2010-2019
Investment Research Consultant, 2008-2009
Grace Brothers Management LLC, 2004-2007
Stein Roe & Farnham, 1998-2003
Metropolitan Life Insurance Company, 1990-1998
The University of Michigan, MBA
The University of Illinois, BS


Phone (414) 908-2770
Email Richard J. Tauber, CFA