Understanding Bonds and NOT the 007 Kind
National Investment Services
Mark is charged with leading NIS’s Dynamic Fixed Income allocation discussions and brings a top-down focus to these meetings, monitoring implementation of the strategy, and ensuring that clients’ goals and expectations are being met. He is also a co-manager of NIS’s Preferred Stock Strategy, sits on the firm’s Executive and Investment Committees, and is an owner of the firm. He also assists with managing taxable municipal bonds in clients’ portfolios and is responsible for the firm’s economic and fixed income market outlooks. In addition, Mark represents NIS in client meetings and at industry conferences.