Date | Description |
2022-09-29 |
insert person Dustin R. Evenson |
2022-06-25 |
delete person Jane L. Bryant |
2022-06-25 |
delete person Ketty K. Riley |
2022-03-23 |
delete person Larry H. Haslee |
2022-03-23 |
insert person Candice L. Kopca |
2022-03-23 |
update person_description Jay T. Dirienzo => Jay T. Dirienzo |
2022-03-23 |
update person_title Jay T. Dirienzo: Fixed Income Analyst at National Investment Services => Assistant; Assistant Portfolio Manager, Preferred Stock |
2021-12-20 |
insert person Jenny A. Notte |
2021-04-21 |
insert personal_emails ss..@nisi.net |
2021-04-21 |
update person_description Stephen Smitley => Stephen J. Smitley |
2021-04-21 |
update person_title Stephen J. Smitley: Portfolio Manager, Municipals and Structured Products => Portfolio Manager; Portfolio Manager, Municipal and Structured Products |
2021-02-19 |
insert person Stephen Smitley |
2021-01-19 |
insert chiefinvestmentofficer Jason C. Berrie |
2021-01-19 |
delete person Colleen F. Kenefick |
2021-01-19 |
delete person Linda M. Flynn |
2021-01-19 |
delete person Taylor S. Zick |
2021-01-19 |
delete person Tyler J. Pullen |
2021-01-19 |
update person_title Jason C. Berrie: Co - Chief Investment Officer at National Investment Services => Chief Investment Officer at National Investment Services; Chief Investment Officer |
2021-01-19 |
update person_title Jessica A. Lehrer: Lead Portfolio Analyst at National Investment Services => Operations Manager at National Investment Services; Operations Manager |
2021-01-19 |
update person_title Kent J. White: Co - Chief Investment Officer at National Investment Services => Senior Adviser |
2021-01-19 |
update person_title Kyle R. Olson: Portfolio Analyst; Portfolio Analyst at National Investment Services => Senior Portfolio Analyst at National Investment Services |
2020-10-07 |
insert personal_emails tp..@nisi.net |
2020-10-07 |
insert person Thomas M. Price |
2020-08-08 |
delete person Astrid L. Kouw |
2020-08-08 |
delete person Jason L. Reyes |
2020-08-08 |
insert person Zachary C. Senske |
2020-02-02 |
insert person Richard J. Tauber |
2020-02-02 |
update person_description Jane L. Bryant => Jane L. Bryant |
2020-02-02 |
update person_title Jay T. Dirienzo: Portfolio Analyst => Fixed Income Analyst at National Investment Services |
2020-02-02 |
update person_title Matthew R. Brooks: Associate Director of Institutional Sales => Director of Institutional Sales at National Investment Services; Director, Institutional Sales |
2019-11-03 |
update person_description Matthew R. Brooks => Matthew R. Brooks |
2019-11-03 |
update person_title Lisa M. Platow: Portfolio Analyst => Senior Portfolio Analyst |
2019-11-03 |
update person_title Patricia A. Bloom: Portfolio Analyst => Senior Portfolio Analyst |
2019-09-03 |
insert person Mitchell J. Deuster |
2019-07-04 |
insert person Ketty K. Riley |
2019-07-04 |
insert person Lauren M. Janke |
2019-07-04 |
insert person Taylor S. Zick |
2019-07-04 |
update person_description Megan A. Kos => Megan A. Kos |
2019-06-03 |
delete person Christina M. Binkoski |
2019-06-03 |
insert person Megan A. Kos |
2019-05-04 |
update person_description Robert P. Brooks => Robert P. Brooks |
2019-02-22 |
delete person Alex Steger |
2019-02-22 |
delete person Kara L. Sandquist |
2019-02-22 |
delete person Robert H. Stovall |
2018-08-06 |
update person_title Christina M. Binkoski: Portfolio Analyst => Portfolio & Compliance Analyst |
2018-08-06 |
update person_title Lesly M. Barnes: Portfolio Manager; Portfolio Manager, Structured Products and Treasury => Portfolio Manager, Structured Products; Portfolio Manager |
2018-04-12 |
insert person Bart McCartin |
2018-02-28 |
delete vp Andrew J. Gruebling |
2018-02-28 |
update person_title Andrew J. Gruebling: Vice President; Director, Consultant Relations => Director of Consultant Relations |
2017-12-12 |
delete personal_emails ro..@aol.com |
2017-12-12 |
delete personal_emails ty..@nisi.net |
2017-12-12 |
insert personal_emails bs..@nisi.net |
2017-12-12 |
insert personal_emails mb..@nisi.net |
2017-12-12 |
insert personal_emails tp..@nisi.net |
2017-12-12 |
update person_description Matthew R. Brooks => Matthew R. Brooks |
2017-02-13 |
delete cfo Jonathan B. Hoenecke |
2017-02-13 |
delete person Jonathan B. Hoenecke |
2016-08-17 |
insert person Kyle Olson |
2016-08-17 |
update person_title Christina M. Binkoski: Portfolio Administrator => Portfolio Analyst |
2016-08-17 |
update person_title Jay T. Dirienzo: Portfolio Administrator => Portfolio Analyst |
2016-08-17 |
update person_title Jessica A. Lehrer: Portfolio Administrator => Portfolio Analyst; Supervisor |
2016-08-17 |
update person_title Lisa M. Platow: Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator => Portfolio Analyst; Portfolio Analyst / National Investment Services, Inc. |
2016-08-17 |
update person_title Patricia A. Bloom: Portfolio Administrator => Portfolio Analyst |
2016-07-20 |
insert person Mike Fohr |
2016-07-20 |
update person_description Jessica A. Lehrer => Jessica A. Lehrer |
2016-07-20 |
update person_title Jessica A. Lehrer: Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator => Portfolio Administrator |
2016-06-21 |
insert cco Larry H. Haslee |
2016-06-21 |
insert person Bart McCartin |
2016-06-21 |
update person_description Bartlett J. McCartin III => Bartlett J. McCartin III |
2016-06-21 |
update person_description Dawn M. Giannini => Dawn M. Giannini |
2016-06-21 |
update person_description Janice R. Orr => Janice R. Orr |
2016-06-21 |
update person_description Jeffery F. Parker => Jeffery F. Parker |
2016-06-21 |
update person_description Larry H. Haslee => Larry H. Haslee |
2016-06-21 |
update person_description Lesly M. Barnes => Lesly M. Barnes |
2016-06-21 |
update person_description Mark R. Anderson => Mark R. Anderson |
2016-06-21 |
update person_description Vince S. Russo => Vince S. Russo |
2016-06-21 |
update person_title Bartlett J. McCartin III: Principal; Marketing / National Investment Services Inc.; Managing Partner => Principal; Managing Partner |
2016-06-21 |
update person_title Dawn M. Giannini: Director of Technology Services; Director of Technology Services / National Investment Services, Inc. => Director of Technology Services |
2016-06-21 |
update person_title Janice R. Orr: Chicago Office Manager; Executive Administrative Assistant => Executive Administrative Assistant - Chicago Office; Executive Administrative Assistant |
2016-06-21 |
update person_title Jeffery F. Parker: Portfolio Manager / National Investment Services, Inc.; Portfolio Manager - Preferred Stocks => Portfolio Manager - Preferred Stocks; Portfolio Manager |
2016-06-21 |
update person_title Jessica A. Lehrer: Portfolio Administrator; Portfolio Administrator / US Bank => Portfolio Administrator / National Investment Services, Inc.; Portfolio Administrator |
2016-06-21 |
update person_title Larry H. Haslee: CCO / National Investment Services, Inc.; Chief Compliance Officer => Chief Complience Officer; CCO; Chief Compliance Officer |
2016-04-10 |
delete person Jessica A. Konop |
2016-04-10 |
insert person Jay T. Dirienzo |
2016-04-10 |
insert person Jessica A. Lehrer |
2016-04-10 |
update person_description Linda M. Flynn => Linda M. Flynn |
2016-04-10 |
update person_description Mark R. Anderson => Mark R. Anderson |
2016-04-10 |
update person_description Patricia A. Bloom => Patricia A. Bloom |
2016-04-10 |
update person_description Scott O. Van Lith => Scott O. Van Lith |
2016-01-25 |
insert person Ray Caprio |
2015-08-01 |
delete person Janet S. Kube |
2015-08-01 |
update person_title Robert P. Brooks: NIS Chairman & CEO => NIS Chairman & CEO / Principal |
2015-05-29 |
insert person Alex Steger |
2015-05-29 |
insert person Christina M. Binkoski |
2015-05-29 |
insert person John W. Veternick |
2015-05-01 |
delete person Mat C. Lepak |
2015-04-03 |
delete cco Larry H. Haslee |
2015-04-03 |
update person_title Larry H. Haslee: CCO; Chief Compliance Officer => CCO / National Investment Services, Inc.; Chief Compliance Officer |
2014-07-08 |
update person_title Dawn M. Giannini: Information Technology Administrator => Director of Technology Services |
2014-03-19 |
delete cco Larry H. Haslee |
2014-03-19 |
delete cfo Larry H. Haslee |
2014-03-19 |
delete vp Larry H. Haslee |
2014-03-19 |
delete person Jason R. Welk |
2014-03-19 |
update person_title Larry H. Haslee: Vice President; CFO; CCO => Vice President, CFA, CFO & CCO |
2014-01-14 |
delete person Kim M. Konopacki |
2014-01-14 |
insert person Campbell Newman |
2014-01-14 |
insert person Lisa M. Platow |
2013-05-31 |
delete person Jennifer C. Gabel |
2013-05-31 |
delete person Paige S. Nellis |
2013-05-31 |
update person_title Robert P. Brooks: Titanium CEO / NIS Chairman & CEO => Chairman of Titanium |