Role: Portfolio Management
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Kurt Halvorson, CFA
Kurt monitors and manages portfolios and analyzes the relative value of individual securities within the Fixed Income Portfolio Management Group. He is authorized to trade fixed income securities. Before joining NISA in 2025, Kurt was a portfolio manager at Western Asset Management Company, LLC. He earned a B.A. in business from Covenant College.
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Aaron Johnson, CFA
Aaron provides fixed income strategy implementation and monitoring, and analyzes the relative value of individual securities within the Fixed Income and Derivatives Portfolio Management Group. He is authorized to trade fixed income securities. Prior to joining NISA, Aaron worked for Balyasny Asset Management and served as a change management consultant at Navigant Consulting. He earned…
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Carl Kuebler, CFA
Carl joined NISA in 1996. He oversees derivatives strategies and trading operations, including daily strategy implementation and monitoring, counterparty risk management and ISDA document negotiations. Carl also oversees the Derivatives Portfolio Management Group operations within the Fixed Income and Derivatives Portfolio Management Group. He is authorized to trade derivative instruments. Carl earned a BSBA and…
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Ryan Leary, CFA
Ryan oversees model development, signal research and alpha generation processes for NISA’s quantitative equity strategies. Prior to joining NISA in 2025, he was a member of the Multi-Asset Strategies Group at the Teacher Retirement System of Texas. He was the head of research for quantitative equity efforts and served as a member of the investment…
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Shelby MacDoniels, CFA, CPA
Shelby conducts corporate bond credit research and provides investment recommendations to the Fixed Income and Derivatives Portfolio Management Group. Prior to joining NISA in 2010, she worked as an auditor at Deloitte & Touche. She earned a BSBA in finance and accounting from Saint Louis University.
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Jennifer McCarthy, CFA
Jennifer monitors and manages NISA’s equity portfolios. She is authorized to trade equity securities. Jennifer began her career at NISA in 1994 in the Fixed Income and Derivatives Portfolio Management Group and transitioned to the Equity Portfolio Management Group in 1999. She earned a BSBA in finance and management and an MBA from Washington University…
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Jon Peress, CFA
Jon focuses on quantitative portfolio implementation in credit engagements. He is authorized to trade fixed income securities. Prior to joining NISA in 2022, Jon spent nine years at AQR, where he was a managing director and portfolio manager for systematic credit strategies. Before that, he spent six years at Morgan Stanley as a quantitative analyst…
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Jordan Rouff, CFA
Jordan joined NISA in 2005. He oversees the daily monitoring of derivative portfolios within the Fixed Income and Derivatives Portfolio Management Group. He is authorized to trade fixed income and derivative instruments. Jordan earned a BSBA in finance and real estate and an MBA from the University of Missouri-Columbia.
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Vinod Sadasivam
Vinod monitors derivative portfolios within the Fixed Income and Derivatives Portfolio Management Group. Prior to joining NISA in 2006, he worked for Emerson as a lead engineer in electric drives and motor control. Vinod earned an M.S. in electrical engineering from the Ohio State University and an MBA from Washington University in St. Louis.
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Kyle Schmidt
Kyle oversees portfolio construction, risk management, implementation and client performance communications for NISA’s quantitative equity strategies. Prior to joining NISA in 2025, he was a member of the Multi-Asset Strategies Group at the Teacher Retirement System of Texas, where he led quantitative equity efforts and served on both the investment committee for the Multi-Asset Strategies…