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Rick is a Portfolio Manager in the Investment Management group at First National Bank Wealth Management. He is responsible for managing portfolios for high net worth clients, personal trusts, institutions, foundations and endowments and serves as a member of the Asset Allocation Committee.
Rick has worked in the financial services industry since 1999 and prior to joining First National Bank served as Vice President of Partnerships & Alliances at Morningstar and Director of Client Development at Standard & Poor's.
Rick earned his Bachelor’s Degree in Finance from the University of Arizona and is a candidate for the Certified Investment Management Analyst (CIMA) designation.
In his free time Rick is actively involved in his children’s various sports activities and other community activities. Rick enjoys traveling, skiing, golf and spending quality time with his family at their cabin.
I believe in our firm’s investment philosophy and our ability to help clients achieve their financial goals. By getting to know our clients individually we are able to help them to develop and realize their long term goals and build valued relationships.
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