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 served as the past 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.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.