Jason C. Berrie
Direttore degli Investimenti presso National Investment Services of America LLC
Profilo
Mr. Jason C.
Berrie, CFA, is a Chief Investment Officer at National Investment Services of America LLC.
He also serves on the board of directors, and is a member of the fixed income investment and management committees.
He has been with the company since 2003.
As co-Chief Investment Officer, he is responsible for developing investment strategies and oversee final portfolio decisions.
He is the lead portfolio manager for the corporate bond team.
Prior to joining the firm, Mr. Berrie served as a portfolio manager at both the Guggenheim Group and Midland Advisors Company.
He holds a B.B.A.
in business administration from the University of Iowa.
He is a CFA charter holder.
Posizioni attive di Jason C. Berrie
Società | Posizione | Inizio |
---|---|---|
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Direttore degli Investimenti | 09/10/2019 |
Precedenti posizioni note di Jason C. Berrie
Società | Posizione | Fine |
---|---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Direttore degli Investimenti | 09/10/2019 |
Guggenheim Capital LLC
Guggenheim Capital LLC Investment ManagersFinance Guggenheim Capital LLC engages in the provision of investment advisory and banking services. It offers financing, sales and trading, research, insurance, investment consulting, and institutional finance services. The company was founded by Todd J. Morley and Dominic J. Curcio on August 8, 2001 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/2002 |
Midland Advisors Co.
Midland Advisors Co. Investment ManagersFinance Midland Advisors Co. provides investment advice. The private company is based in Sioux Falls, SD. | Corporate Officer/Principal | 31/12/2000 |
Midland National Life Insurance Co.
Midland National Life Insurance Co. Life/Health InsuranceFinance Midland National Life Insurance Co. engages in the provision of life insurance products. It offers its products through multiple channels including independent agents, broker-dealers, benefit consultants, and third-party marketers. The company was founded in 1906 and is headquartered in West Des Moines, IA. | Corporate Officer/Principal | - |
Formazione di Jason C. Berrie
University of Iowa | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Finance |
Guggenheim Capital LLC
Guggenheim Capital LLC Investment ManagersFinance Guggenheim Capital LLC engages in the provision of investment advisory and banking services. It offers financing, sales and trading, research, insurance, investment consulting, and institutional finance services. The company was founded by Todd J. Morley and Dominic J. Curcio on August 8, 2001 and is headquartered in Chicago, IL. | Finance |
Midland National Life Insurance Co.
Midland National Life Insurance Co. Life/Health InsuranceFinance Midland National Life Insurance Co. engages in the provision of life insurance products. It offers its products through multiple channels including independent agents, broker-dealers, benefit consultants, and third-party marketers. The company was founded in 1906 and is headquartered in West Des Moines, IA. | Finance |
Midland Advisors Co.
Midland Advisors Co. Investment ManagersFinance Midland Advisors Co. provides investment advice. The private company is based in Sioux Falls, SD. | Finance |
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance National Investment Services of America LLC (NIS) is a registered investment adviser headquartered in Milwaukee, Wisconsin. The firm was founded by Bob Brooks in 2019 and is a majority-owned subsidiary of Resolute Investment Managers, Inc., ultimately held by Kelso Investment Associates VIII LP. NIS provides asset management services to multi-employer funds (pension and health and welfare funds), corporations, individuals, high-net worth individuals, state and local governmental entities, ERISA plans, Taft-Hartley accounts, private funds, unified managed accounts (UMAs) and endowment and foundation funds. | Finance |
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