Scott serves as an Investment Officer with First National Bank’s Wealth Management Group. He works on the Investment Management team where he is responsible for managing portfolios for high net worth clients, personal trusts, institutions, foundations and endowments. Scott is also a voting member of the firm’s asset allocation, mutual fund, and alternative investment committees where he is responsible for presenting a thorough analysis of economic trends and data, mutual funds, and individual securities.
Scott began his career at First National Bank in 2010 and has worked in various capacities within the organization. Prior to joining the Investment Management team, Scott worked at First National’s subsidiary, Tributary Capital Management, where he prepared research and analysis on equities for the security team, and provided data analysis and reporting for the firm.
Scott holds the Chartered Financial Analyst® designation and is an active member of the CFA Institute and CFA Society of Nebraska. He earned his Bachelor’s of Science in Business Administration in Finance and Economics from the University of Nebraska at Lincoln and went on to earn his MBA and Master’s of Investment Management and Financial Analysis from Creighton University.
Scott is passionate about continuous learning and helping people. Outside of the office, Scott enjoys working on his golf game. He likes that the game creates a self-challenge to continue to get better. He hopes to one day play at Augusta National golf course or attend Sunday of the Masters.
I like helping people and I like to learn. That’s why I love my position as an investment officer– I get to do both.
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