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!
“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.