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 has been an Affiliate Member of the CFA Institute and the CFA Society of Nebraska along with Association of Investment Management Sales Executives (AIMSE™) and Women in Pensions Network (WiPN). She is a current member of 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 and was awarded the CFA Institute Investment Foundations® certificate 2017. She is completing her Master of Business Administration degree at Wayne State College.
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.
It’s great to see a client’s assets grow and watch them meet their goals.