![Jim Kaplan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jim Kaplan
Lid van de Investeringscommissie bij
National Investment Services of America LLC
Profiel
Mr. James S.
Kaplan, CFA, is a Lead Portfolio Manager of Structured Products at National Investment Services of America LLC.
He is a member of the fixed income investment and asset pricing committees.
He has been with the company since 2009.
He is responsible for the management of all mortgage products including residential and commercial, consumer ABS sectors, and esoteric ABS sectors.
Prior to joining the firm, Mr. Kaplan was a lead portfolio manager of structured products at William Blair & Company.
He was also the co-manager on two taxable bond funds and one money-market fund.
He began his career at First Union National Bank.
He holds a B.A. in economics and political science from Washington and Lee University.
He is a CFA charter holder.
Actieve functies van Jim Kaplan
| Bedrijven | Functie | Begin |
|---|---|---|
National Investment Services of America LLC
 National Investment Services of America LLC Investment ManagersFinance NIS manages a wide range of fixed income and alternative strategies designed to provide institutional investors with consistent performance and downside protection. | Lid van de Investeringscommissie | 09-10-2019 |
Eerdere bekende functies van Jim Kaplan
| Bedrijven | Functie | Einde |
|---|---|---|
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Lid van de Investeringscommissie | 09-10-2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analist-Vaste Inkomen | 31-12-2008 |
First Union National Bank (Charlotte, North Carolina)
 First Union National Bank (Charlotte, North Carolina) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Opleiding van Jim Kaplan
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
84
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
National Investment Services, Inc.
National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Union National Bank (Charlotte, North Carolina)
First Union National Bank (Charlotte, North Carolina) Major BanksFinance Nationally chartered commercial bank | Finance |
National Investment Services of America LLC
National Investment Services of America LLC Investment ManagersFinance NIS manages a wide range of fixed income and alternative strategies designed to provide institutional investors with consistent performance and downside protection. | Finance |
