Nearly 170 years of putting customers first.
As a Portfolio Manager with Private Wealth Reserve within FNBO Wealth, Mark values building long-term relationships by being a trusted resource for his clients.
Credentials
Mark has more than 29 years of investment management experience and is responsible for managing investment portfolios for high-net-worth families and charitable entities. Mark joined FNBO in 2019 and served as a Senior Investment Manager for US Bancorp Wealth Management prior. He earned his Bachelor of Science degree in Business Administration as well as his Master of Business Administration with a Finance concentration through the University of Nebraska-Omaha.
Passions
Mark enjoys traveling and spending time with his children. He also enjoys the outdoors, especially hiking and watersports. He is an avid sports fan of all the local college teams.
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.
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