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Barb Schalla
Investment Committee Member at National Investment Services of America LLC
Profile
Ms. Barbara A.
Schalla, CFA, is a Portfolio Manager of Corporate Bonds at National Investment Services of America LLC.
She is a member of the fixed income investment and asset pricing committees.
She has been with the company since 1993.
She oversees adherence to investment policy guidelines and consistency among portfolios.
Additionally, she helps coordinate dynamic fixed income strategy implementation as part of the decision-making team.
Ms. Schalla started her career at Blunt Ellis & Loewi.
She holds a B.B.A.
in finance from the University of Wisconsin – Milwaukee.
Barb Schalla active positions
Companies | Position | Start |
---|---|---|
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 |
Former positions of Barb Schalla
Companies | Position | 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. | Portfolio Manager-Fixed Income | 2019-10-08 |
Training of Barb Schalla
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
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 |
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