Stephen J. Smitley

Portfolio Manager, Municipal and Structured Products

Stephen Smitley is a Portfolio Manager for National Investment Services. He joined the firm in 2021. As a member of the structured products team, he is responsible for research coverage in municipal bonds, mortgage-backed securities, and collateralized loan obligations (CLO’s).

Prior to joining NIS, Stephen was a Portfolio Manager of Structured Products for Aware Asset Management, Inc. There he managed the firm’s ETF platform as well as established an RIA (Aware Asset Management) as subsidiary at Blue Cross Blue Shield of MN. Previously, he was the Vice President Structured Products for Carval Investors, as well as a Structured Credit Analyst for Black River Asset Management.

Stephen holds a MSBA from the University of Notre Dame Mendoza College of Business as well as a BS in Finance from California State University, Northridge.

OVERVIEW

National Investment Services, 2021
Aware Asset Management, Inc., 2017-2021
Carval Investors, 2009-2017
Black River Asset Management, 2007-2009
GMAC-RFC, 1999-2007
University of Notre Dame Mendoza College of Business, MSBA
California State University, Northridge, BS-Finance

CONTACT

Email Stephen J. Smitley