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Geri is a Portfolio Manager at First National Bank Wealth Management. Her primary responsibilities include managing the Multi-Cap Equity Strategy.
Geri joined First National Bank in 2008. Her interest in the stock market spans 20+ years. She has investment experience encompassing the entire domestic style and size spectrum. Before joining First National Bank, Geri was a Senior Equity Analyst with Principal Global Investors.
Geri earned her MBA from the University of Iowa and holds the Chartered Financial Analyst (CFA) designation. She is an active member of the CFA Institute and the CFA Society of Colorado.
Geri is an enthusiastic sports fan and enjoys both watching and participating in athletics. Her favorite team is the Chicago Cubs and she enjoys attending a summer game at Wrigley Field. Geri also enjoys outdoor activities like biking, hiking, and golfing in the beautiful state of Colorado.
Technology is another interest of hers. She’s intrigued by discovering the latest developments in applications and products. It motivates her to continually find new ways to use technology to enhance her personal and work life.
Geri stays active in the community by supporting out-reach programs through the Catholic Church and Catholic Charities.
I am honored when clients choose First National Bank to manage their equity portfolio. I take this responsibility very seriously and stay motivated to help clients reach their financial goals.
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