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Stacy joined First National Bank in 1999 as an investment officer and is currently a Director with the Investment Management team in the Wealth Management group, overseeing the Client Portfolio Management team. He is responsible for managing the investment portfolios for high net worth clients, institutions, foundations and endowments, along with providing assistance to companies in selecting mutual funds for their retirement plans. He serves on the group's Asset Allocation, Manager Research, and Alternative Investment Committees along with providing investment oversight for the Nebraska NEST and Enable programs.
Stacy earned his Bachelor degree in Finance and Economics and Master in Finance from the University of Nebraska at Lincoln. He’s a Chartered Financial Analyst and active member of the CFA Institute and CFA Society of Nebraska.
Stacy believes Omaha is a community of caring people that have a real focus on giving back to those in need. He does his part by serving as a board member for the Leukemia & Lymphoma Society and stays involved in his church, St. Vincent DePaul, and the Rotary Club of Omaha West. Stacy also enjoys playing golf and traveling with his family. He hopes to one day travel to Scotland and play a round of golf at St. Andrew’s Old Course.
Knowing that I was able to help our clients meet their financial goals and being able to see how it has enhanced their lives and families is truly rewarding.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha