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Diana works on the investment management team where she serves as an Investment Officer within First National Bank’s Wealth Management Group. Diana is responsible for investment management portfolios for personal trusts, institutions, foundations and endowments.
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. Diana holds the Certificate of Recognition from Informa Solutions University where she completes Zephyr investment and benchmark analytics.
She joined First National Investment Management in 2005. Prior to joining First National Bank, 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. Diana has held several security licenses and has been an Affiliate Member of the CFA Institute along with AIMSE and WIP.
Diana earned her Bachelor of Science in Economics from the University of Nebraska at Omaha and was awarded the CFA Institute Investment Foundations™ certificate 2017.
Diana enjoys traveling and spending time with her family. She is involved in her children’s school activities and appreciates culture and history – especially the Mid-Century Modern era. One of her bucket list goals is to one day travel to Morocco and Finland.
It’s great to see a client’s assets grow and watch them meet their goals.