As a Portfolio Manager with Private Wealth Reserve within FNBO Wealth, Shruthi values working with high-net-worth families and institutional clients to help design investment solutions and serve as a trusted advisor.

CREDENTIALS

Shruthi brings more than 18 years of investments and markets experience to her work managing client investment portfolios and wealth relationships. She serves as a voting member of the Asset Allocation Committee and Due Diligence Committee and heads the Fixed Income research efforts for the team. Prior to this role, Shruthi worked on the Institutional Fixed Income team where she helped manage client bond portfolios and prior to that in the bank's Treasury where she helped manage the bank's investment portfolio.

Shruthi holds the Chartered Financial Analyst^® designation and is an active member of the CFA Institute and CFA Society of Nebraska. She earned her Bachelor of Science in Computer Science from the University of Nebraska at Omaha and her Master of Investment Management and Financial Analysis from Creighton University.

PASSIONS

Outside of work, Shruthi and her husband love traveling and are always planning their next trip — she takes great joy in exploring new countries with their two young boys and learning about new places and cultures.

She is also passionate about giving back to the community. Shruthi currently serves as Treasurer on the board of the Omaha Community Playhouse and as a Finance Committee member at the Ollie Webb Center, having previously served as board president.