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Craig is the Senior Managing Director of Private Client Services, but his history with First National started with the Management Trainee program. Craig’s journey includes serving on the investment team as an equity analyst, then as co-manager for the Small Cap Value strategy.
In 2005, Craig was promoted to head of portfolio strategy where he oversaw a team of portfolio consultants responsible for the management of high net worth accounts, as well as not-for-profit customers. In 2008, he transitioned to his role as a Private Client Advisor. Then in 2014, Craig was promoted to his current role. His investment management experience serves both his team and our clients well.
Craig earned his Bachelor of Science in Business Administration in Finance and Economics from Creighton University. He is a holder of the Chartered Financial Analyst® designation, and is a member of the CFA Institute.
He is an active member of the CFA Society of Nebraska, serves on the Board of Trustees for the Archdiocese of Omaha, is a member of the Finance Committee for the Duchesne Academy of the Sacred Heart (DASH), and is the Immediate Past President and a current Executive Committee Member for Community Health Charities of Nebraska.
Craig enjoys spending time with his kids while coaching youth sports, especially basketball. Much of Craig’s free time is spent huddling up and encouraging teams – very successful ones at that! Craig and his family can usually be spotted at Creighton basketball games; they are a tall and energized bunch! In addition to all things Creighton, Craig enjoys golf and hunting. If you have a few moments for an unforgettable story, ask Craig about the birth of his son, Zachary --- in the kitchen. Above all, he is a proud and devoted husband and dad, and a big fan of…Caddyshack!
Helping business owners confidently migrate from a liquidity event to the next phase of their life is the most rewarding aspect of my job.
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