Role: Client Services
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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…
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Steve Sash, CFA
Steve joined NISA’s Client Services Group in 2012. He leads client relationships across a broad client base, spanning both taxable and tax-exempt offerings. Steve’s coverage includes fixed income and derivative strategies for defined benefit pension plans, as well as tax-sensitive strategies for nuclear decommissioning trusts, other post-employment benefits, insurance capital and high-net-worth investors. He earned…
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Kevin Schuman, CFA
With more than 25 years at NISA, Kevin has dedicated his career to delivering quality service to clients. He oversees client relationships, primarily for defined benefit plans, and assists with developing and implementing customized investment strategies with an emphasis on liability-based solutions, including derivatives. Kevin was instrumental in establishing the procedures and governance supporting hedge…
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Amanda Simmons, CAIA
Amanda leads client relationships across a broad client base. She also supports the onboarding function for new and amended client engagements. Prior to joining NISA in 2017, Amanda was a client service associate with Man Group, FRM Investment (USA), LLC and an investment analyst at Windward Management, Ltd. She earned a B.A. in economics and…
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Joe Sodemann, CFA
Joe leads client relationships, primarily for defined benefit plans. His experience spans pension de-risking strategies, with a focus on customized hedging and cash flow matching solutions that align plan assets with liabilities. Prior to joining NISA in 2008, Joe worked at Renaissance Financial. He earned a BSBA in finance and banking from the University of…
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Justin Stock
Justin joined NISA’s Client Services Group in 2014. He leads technology-driven solution efforts that support the Client Services Group. Justin earned a BSBA in finance from Saint Louis University.
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Dirk Thompson, CFA
Dirk leads client relationships across a broad client base, spanning both taxable and tax-exempt offerings. His coverage includes fixed income and derivative strategies for defined benefit pension plans, as well as stable value engagements. Dirk also supports Canadian growth and business development. Prior to joining NISA in 2011, he was a financial advisor at Wells…
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Michael Williams, CFA
Michael joined NISA in 2012. He leads client relationships primarily for defined benefit plans with an emphasis on custom liability-driven investing, fixed income and derivative overlay solutions. Michael also supports the firm’s portfolio transition and client onboarding functions, drawing on experience across NISA’s Operations and Client Services Groups. In 2017, he transitioned to the Client…