Kurt is the Chief Investment Officer responsible for developing and implementing investment strategies for the Wealth Management division at First National Bank. This includes leading the Asset Allocation, Equity, Fixed Income and Manager Research committees. In addition, Kurt manages investment portfolios for high net worth and institutional clients.
Kurt joined First National Bank in 2005 and has over 30 years of experience in portfolio management. Previously, Kurt was the head of international equities for Principal Global Investors, as well as president of his own asset management firm.
Kurt is a holder of the Charted Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of Colorado. Kurt earned his Bachelor’s degree from Iowa State University and his Master’s degree from Drake University.
Kurt lives in Fort Collins, Colorado with his wife, Joanna, and has two grown children, Danielle and Logan. They moved from Des Moines, Iowa in 2005 and fully embraced the city’s active culture. When not studying the markets, Kurt can be found training for triathlons and hiking in the mountains. When relaxing, he enjoys socializing with family and friends and playing golf.
"I believe there is a great need for sound investment advice as people strive to reach financial goals and plan for retirement. As CIO, I have created an investment platform that has the breadth and quality of services to tailor portfolios and help people achieve their goals."
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
“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
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