Archives: People
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Chris Goebel, CFA
With more than 20 years of investment experience serving institutional clients, Chris focuses on delivering high-quality service and overseeing various client relationships with an emphasis on derivative overlay, diversifying strategies and custom liability-based solutions. Additionally, he provides oversight for collective funds development and contributes to the growth and maintenance of consultant relationships. Before joining NISA…
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Rusty Groth, CFA
Rusty began his 20-plus-year career at NISA as a trader in the Equity Portfolio Management Group before joining Client Services in 2011. He oversees client relationships and contributes to growth initiatives, specializing in tax-sensitive solutions across fixed income and equity strategies for nuclear decommissioning trusts (NDTs), other post-employment benefits, insurance capital and ultra-high-net-worth investors. Since…
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Ryan Henrichs, CFA
Ryan leads client relationships primarily for defined benefit plans with an emphasis on liability-based and derivative overlay solutions. He also leads the team that supports and develops various Client Services tools. Before joining NISA in 2012, Ryan assisted fund sponsors with investment policy development, asset allocation strategies and performance evaluation at Wells Fargo Advisors. He…
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Greg Johnson, CFA, CPA
Greg oversees client relationships, including those with liability-based objectives and derivative overlays, which require the development and delivery of sophisticated and highly customized investment strategies. He also leads growth and business development for the Canadian market. Prior to joining NISA in 2002, Greg worked for EY in the U.S. and the Netherlands. He holds a…
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Elaine Kemper
With over 20 years of experience, Elaine oversees NISA’s client reporting capabilities and provides oversight to the reporting team, which supports the Client Services Group with report preparation, portfolio analysis, client account maintenance and governance, consultant database management, and other projects. She also leads NISA’s Women’s Employee Resource Group. Elaine earned a BSBA in finance…
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John Knowles-Bagwell
John leads client relationships, primarily for defined benefit plans, with an emphasis on customized investment strategies. His experience spans both hedging and absolute-return-focused strategies, with an emphasis on derivative-based solutions. Prior to joining NISA in 2017, John worked in fixed income trading at Wells Fargo Advisors. He earned a BSBA in finance from Elon University…
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Derek Lohse
Derek joined NISA in 2008. He oversees client relationships with a focus on defined benefit plans, implementing customized solutions in fixed income and derivative overlays that span both hedging and absolute return. Derek also assists with onboarding new derivative engagements and analyzing regulatory developments impacting collateral or margin. He earned a BSBA in finance from…
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Sharbani Maitra
Sharbani leads the team responsible for the request-for-proposal process. She also provides support for managing, monitoring and maintaining key metrics for the Client Services Group. Prior to joining NISA in 2007, she worked at Karvy Consultants Ltd., a financial services firm in India. Sharbani earned a B.A. in political science and mathematics and an M.A.…
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Luke Obholz, CFA
Luke focuses on partnering with clients and prospects to develop and implement customized solutions, including those with liability-based objectives, derivative overlays and quantitative equity strategies. He also leads the onboarding function for new and amended client engagements. Prior to joining NISA in 2012, he worked in the Business Valuation Group at Deloitte Financial Advisory Services…
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Dan Riley, CFA
Dan joined NISA in 1999. He leads client relationships encompassing defined benefit and defined contribution plans as well as foundations. Dan also leads the Stable Value team, coordinating stable value fund structure evaluation, negotiating wrap contract placement and overseeing fund operational activity. His experience also includes liability-focused and derivative-based strategies. Dan holds a B.A. in…