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John is a Portfolio Manager at First National Bank Wealth Management. His primary responsibilities include managing the Multi-Cap Equity Strategy, as well as managing institutional and individual client investment portfolios.
John joined First National Bank in 2007 and started his investment career in 1994. His experience includes fixed income, all domestic equity investment sizes and styles, and mutual fund portfolio management. He earned his MBA from the University of Wisconsin and holds the Chartered Financial Analyst (CFA) designation. He is also an active member of the CFA Institute and the CFA Society of Colorado.
When not analyzing stocks and portfolios, John enjoys cooking, running, hiking, cycling, tinkering with computer automation, watching movies, and an occasional woodworking project.
John stays active in the community and supports the Catholic Church through its many social outreach services.
There is a great sense of pride and accomplishment in helping clients solve financial challenges.
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