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David is a Director of Wealth and Investments at FNBO. As a relationship manager who has spent his career working in the investment, finance, and wealth management industry, he is pleased to be associated with a team of top professionals who support his customer-first approach and desire to see each and every client reach success. David’s primary focus is on building the relationships of private foundations, endowments, and corporate entities.
For nearly 30 years, David managed money for large financial institutions, with investment management responsibilities that included over $700 million in assets. His experience includes financial planning, creating customized investment portfolios, and business development.
David holds both an MBA and a BSBA with specializations in Banking, Finance, and Management Information Systems from the University of Nebraska at Omaha (UNO). He also holds a Chartered Financial Analyst® (CFA®) designation and is a Certified Investment Manager Analyst® (CIMA®) professional and Certified Investment Manager Consultant® (CIMC®) professional.
David is a proud and active alumnus of UNO. He served on the board of directors and as Chairman from 2014-2015 and was instrumental in getting the Maverick Monument installed on UNO's campus. His work on the UNO Alumni Association's Scholarship Swing Committee helped to raise between $40,000 to $50,000 annually in support of scholarships for high school seniors.
David continues his civic involvement today, lending his professional expertise to the UNO College of Business Department of Finance, Banking, Real Estate, and Law. He is also a judge for the UNO Capstone Cup and has served as a moderator for the annual Value Investing Panel (VIP) at Creighton University's Heider College of Business. He also serves as the President of the CFA Society of Nebraska.
David along with his wife Lori are the proud parents of three grown children and they enjoy spending as much time as possible with them.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CIMC,” and “Certified Investment Manager Consultant.” Use of these marks signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.