Jason C. Berrie
Direttore degli Investimenti presso National Investment Services of America LLC
Posizioni attive di Jason C. Berrie
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Membro del Comitato di Investimento | 09/10/2019 | - | |
Portfolio Manager-Fixed Income | 09/10/2019 | - |
Storia della carriera di Jason C. Berrie
Precedenti posizioni note di Jason C. Berrie
Società | Posizione | Inizio | 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 | 01/01/2003 | 09/10/2019 |
Membro del Comitato di Investimento | 01/01/2003 | 09/10/2019 | |
Portfolio Manager-Fixed Income | 01/01/2003 | 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 | 01/01/2001 | 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 | 01/01/1995 | 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 | 01/01/1993 | - |
Formazione di Jason C. Berrie
University of Iowa | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 3 |
Chief Investment Officer | 2 |
Investment Committee Member | 2 |
Settori
Finance | 6 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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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 |
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 |
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 |
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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