Stephen J. Smitley
Portfolio Manager-Fixed Income chez National Investment Services of America LLC
Profil
Stephen J.
Smitley is a Portfolio Manager for National Investment Services.
He joined the firm in 2021.
As a member of the structured products team, he is responsible for research coverage in municipal bonds, mortgage-backed securities, and collateralized loan obligations (CLO’s).
Prior to joining NIS, Stephen was a Portfolio Manager of Structured Products for Aware Asset Management, Inc. There he managed the firm’s ETF platform as well as established an RIA (Aware Asset Management) as subsidiary at Blue Cross Blue Shield of MN.
Previously, he was the Vice President Structured Products for Carval Investors, as well as a Structured Credit Analyst for Black River Asset Management.
Stephen holds a MSBA from the University of Notre Dame Mendoza College of Business as well as a BS in Finance from California State University, Northridge.
Postes actifs de Stephen J. Smitley
| Sociétés | Poste | Début |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 01/01/2021 |
Anciens postes connus de Stephen J. Smitley
| Sociétés | Poste | Fin |
|---|---|---|
Aware Asset Management, Inc.
 Aware Asset Management, Inc. Investment ManagersFinance Aware Asset Management, Inc. is a SEC-registered investment advisor headquartered in Eagan, Minnesota. The firm was founded in 2018 and they are a subsidiary of Aware Integrated, Inc. Aware Asset Management provides advisory services to individual and institutional clients. | Portfolio Manager-Fixed Income | 01/01/2021 |
Black River Asset Management LLC
 Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Analyst-Fixed Income | - |
GMAC-RFC Holding Co. LLC
 GMAC-RFC Holding Co. LLC Real Estate DevelopmentFinance Part of Ally Financial, Inc., GMAC-RFC Holding Co. LLC provides real estate finance services. The company is based in Minneapolis, MN. | Corporate Officer/Principal | - |
IndyMac Bank FSB
 IndyMac Bank FSB Savings BanksFinance IndyMac Bank FSB is a company that provides various types of printers including thermal inkjet printers, continuous inkjet printers, commercial printers, and laser printers. The company is based in Pasadena, CA and has subsidiaries in the United States. The company also offers order printer ink cartridges. | Corporate Officer/Principal | 30/11/1999 |
| BCBSM Inc. (Invt Port) | Corporate Officer/Principal | - |
Formation de Stephen J. Smitley
| California State University-Northridge | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
GMAC-RFC Holding Co. LLC
GMAC-RFC Holding Co. LLC Real Estate DevelopmentFinance Part of Ally Financial, Inc., GMAC-RFC Holding Co. LLC provides real estate finance services. The company is based in Minneapolis, MN. | Finance |
Black River Asset Management LLC
Black River Asset Management LLC Investment ManagersFinance A division of Cargill Financial Services, Black River Asset Management LLC is an independently run global hedge fund manager located in Hopkins, Minnesota. The firm is wholly-owned by Cargill, Inc. and was founded in 2003. | Finance |
AB CarVal Investors LP
 AB CarVal Investors LP Investment ManagersFinance AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts. | Finance |
IndyMac Bank FSB
IndyMac Bank FSB Savings BanksFinance IndyMac Bank FSB is a company that provides various types of printers including thermal inkjet printers, continuous inkjet printers, commercial printers, and laser printers. The company is based in Pasadena, CA and has subsidiaries in the United States. The company also offers order printer ink cartridges. | Finance |
| BCBSM Inc. (Invt Port) | Finance |
Aware Asset Management, Inc.
Aware Asset Management, Inc. Investment ManagersFinance Aware Asset Management, Inc. is a SEC-registered investment advisor headquartered in Eagan, Minnesota. The firm was founded in 2018 and they are a subsidiary of Aware Integrated, Inc. Aware Asset Management provides advisory services to individual and institutional clients. | 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 |