Stephen J. Smitley

Stephen J. Smitley

Portfolio Manager-Fixed Income at National Investment Services of America LLC

Finance
Consumer Services

Profile

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.

Stephen J. Smitley active positions

CompaniesPositionStart
Portfolio Manager-Fixed Income 2020-12-31
All active positions of Stephen J. Smitley

Former positions of Stephen J. Smitley

CompaniesPositionEnd
Portfolio Manager-Fixed Income 2020-12-31
Analyst-Fixed Income -
Corporate Officer/Principal -
Corporate Officer/Principal 1999-11-29
BCBSM Inc. (Invt Port) Corporate Officer/Principal -
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Training of Stephen J. Smitley

California State University-Northridge Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

32

1st degree connections

8

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Linked companies

Private companies7

Finance

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Finance

BCBSM Inc. (Invt Port)

Finance

Finance

Finance

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