![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
Membre du Comité d'Investissement chez
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.
Postes actifs de Jim Kaplan
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 09/10/2019 |
Anciens postes connus de Jim Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
National Investment Services, Inc.
 National Investment Services, Inc. Investment ManagersFinance National Investment Services, Inc. is an active manager. | Membre du Comité d'Investissement | 09/10/2019 |
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Fixed Income | 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 | - |
Formation de Jim Kaplan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
