![Jim Kaplan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jim Kaplan
Investment Committee Member at National Investment Services of America LLC
Jim Kaplan active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 2019-10-08 | - |
Portfolio Manager-Fixed Income | 2019-10-08 | - |
Career history of Jim Kaplan
Former positions of Jim Kaplan
Companies | Position | Start | End |
---|---|---|---|
National Investment Services, Inc.
![]() National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Investment Committee Member | 2008-12-31 | 2019-10-08 |
Portfolio Manager-Fixed Income | 2008-12-31 | 2019-10-08 | |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Fixed Income | 1994-05-31 | 2008-12-30 |
First Union National Bank (Charlotte, North Carolina) | Corporate Officer/Principal | 1981-12-31 | - |
Training of Jim Kaplan
Washington & Lee University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Investment Committee Member | 2 |
Portfolio Manager-Fixed Income | 2 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
National Investment Services, Inc.
![]() National Investment Services, Inc. Investment ManagersFinance Founded in 1993, National Investment Services, Inc. (NIS) is a registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of NIS Holding Corp. NIS manages assets for multi-employer funds (pension and health & welfare), corporations, individuals, state & local governmental entities, private funds and endowment & foundation funds. | Finance |
First Union National Bank (Charlotte, North Carolina) | Finance |
William Blair & Co. LLC
![]() William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing 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 |
- Stock Market
- Insiders
- Jim Kaplan
- Experience