![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
Mitglied des Investmentausschusses bei
National Investment Services of America LLC
Profil
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.
Aktive Positionen von Jim Kaplan
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 09.10.2019 |
Ehemalige bekannte Positionen von Jim Kaplan
| Unternehmen | Position | Ende |
|---|---|---|
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Mitglied des Investmentausschusses | 09.10.2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Festverzinsliche Wertpapiere | 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 | - |
Ausbildung von Jim Kaplan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
84
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
