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Chuck is a Portfolio Manager in the Investment Management group at First National Bank Wealth Management. He is responsible managing portfolios for institutional and serves as the lead portfolio manager on the Tributary Growth Opportunities Fund.
Chuck joined First National Bank in 2006 and has worked in the financial services industry since 1994. He is a Chartered Financial Analyst, an active member of the CFA Institute and CFA Society of Dallas-Fort Worth and earned his Masters in Business Administration from the University of Texas at Austin.
Chuck enjoys having a challenging and varied workday with the ability to help people meet their financial goals while striving to be a top performing mutual fund manager in the mid cap growth peer group.
Outside of the office Chuck can be found walking (40-60 miles a week) or following finance experts on Twitter. On Saturdays in the fall and winter, he can be found rooting on his favorite college football teams while enjoying a delicious Colorado craft brew.
Investment research and portfolio management is a true passion of mine. It presents a new challenge every day and allows me to serve others with my knowledge and experiences in order to help meet 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