Diana works on the Investment Management team where she serves as an Investment Officer for First National Bank of Omaha Wealth Management. Diana is responsible for investment management portfolios for personal trusts, institutions, foundations and endowments. Further, she completes investment management requests for proposals on behalf of our organization.
Diana is a member of the Mutual Fund Committee where she completes due diligence on a variety of asset classes. Additionally, she analyzes investment benchmarks for a number of organizations.
She joined First National Investment Management in 2005. Prior to joining First National Bank of Omaha, she was at Kirkpatrick Pettis Smith Polian, Inc. and J. Stephan & Company. Diana has served on boards around the Metro area including Suburban Rotary and EndowNebraska. She also is an Omaha Chamber of Commerce Leadership Omaha graduating class member. She is an Affiliate Member of the CFA Institute and the CFA Society of Nebraska. Diana was a member of the Association of Investment Management Sales Executives (AIMSE™), Women in Pensions Network (WiPN), and the Association of Proposal Management Professionals (APMP®) and its Greater Midwest Chapter.
Diana earned her Bachelor’s of Science degree with an Economics focus from the University of Nebraska at Omaha as well as her MBA from Wayne State College. She was also awarded the CFA Institute Investment Foundations® certificate 2017.
Diana enjoys traveling and spending time with her family. She is involved in her family’s school activities and appreciates culture and history – especially the Mid-Century Modern era.
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “Certified Investment Management Analyst,” “CIMC,” and “Certified Investment Manager Consultant.” Use of these marks signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
“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.