Promotion Announcement



As you may know, National Investment Services has enjoyed an extended period of excellent product performance.  In order to recognize outstanding contributions, and to demonstrate our commitment to development within the firm, we are pleased to announce several promotions amongst our senior portfolio managers.


Jason Berrie, CFA to Co-Chief Investment Officer

Jason has over 22 years in fixed income and has held a senior role in managing the team while specializing in the corporate sector.


Mark Anderson, CFA to Chief Strategy Officer

Mark's background is 22 years in both equities and fixed income.  He also co-manages our Preferred Stock Fund.


Jim Kaplan, CFA to Lead Portfolio Manager, Structured Products

Jim has 32 years of experience.  He adds value with his deep knowledge of commercial and residential mortgage structures and trends.