Despite the large size of its assets under management (AUM), the firm maintains a low profile.

[3][4][6] Jess Yawitz and Bill Marshall who were employees there founded one of the three separate entities, NISA Investment Advisors.

[2][3][4][5][6][7][8] Prior to this both of them were faculty members of Olin Business School at Washington University in St. Louis who then moved to New York City to work at Goldman Sachs.

[4][6] In 2017, Marshall and Yawitz sold their ownership stakes in the firm to senior management.

[5] Marshall and Yawitz retired from their roles of managing the firm in 2018 and at the end of 2021 respectively.