Role: Client Services

  • Cheryl Hanson, CPA

    Cheryl Hanson, CPA

    Cheryl’s 30-plus-year career includes more than 20 years of delivering high-quality service to NISA’s clients with a focus on growth initiatives and implementation of customized investment strategies. She provides executive oversight of institutional client management teams, consulting relationships, requests for proposals and client reporting. Prior to joining NISA, she was employed by Great-West Life, General…

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  • Ross Barthold

    Ross Barthold

    Ross joined NISA’s Client Services Group in 2011. He leads client relationships, primarily for defined benefit plans with an emphasis on liability-based solutions, including derivatives. Ross also supports NISA’s Strategic Portfolio Management team, which is charged with calculating hedge targets for completion mandates and other synthetic overlay programs. He earned an A.B. in economics and…

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  • Ali Briggs

    Ali Briggs

    Ali joined NISA in 2011. She supervises and develops the team responsible for preparing request for proposals, due diligence questionnaires and responses to other non-routine inquiries. Ali earned a B.A. in finance from the University of Central Missouri.

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  • Chris Goebel, CFA

    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 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 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 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

    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 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 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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