Nearly 170 years of putting customers first.
Chuck is Senior Director, Client Portfolio Management with Private Wealth Reserve within FNBO Wealth. He leads and oversees all aspects of asset management and wealth strategy, working with clients and the broader wealth team to deliver comprehensive investment and financial planning solutions.
CREDENTIALS
Chuck joined FNBO Wealth in 2025 following the acquisition of Country Club Trust Company, where he served as Chief Wealth Officer. He brings more than 40 years of experience in investment management, trust and financial services. Prior to that, he served as Managing Director at Bank of America's Private Bank, overseeing a four-state regional market with more than $10 billion in assets under management. He began his career in the New York financial planning division of E.F. Hutton before transferring to Kansas City in 1985.
Chuck earned his bachelor's degree in Business Management from Fairfield University in Fairfield, Connecticut and his MBA from the University of Kansas. He holds the CFA® charter and is an active member of CFA Society of Kansas City. He is also a CERTIFIED FINANCIAL PLANNER® professional.
PASSIONS
Chuck has been married to his wife, Wendy, for more than forty years. Together they have four children and two grandchildren.
A committed member of the Kansas City community, Chuck actively serves on the boards of Starlight Theatre and Kansas City Hospice and Palliative Care.
Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.
“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.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO.
INVESTMENT 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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© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197
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