Craig serves as Senior Managing Director of Wealth Management, bringing decades of experience across investment management and wealth advisory roles. His FNBO career began with the Management Trainee program and includes serving on the investment team as an equity analyst and co-manager for the Tributary Small Cap strategy. In 2005, Craig was promoted to head of portfolio strategy where he oversaw a team of investment officers responsible for the management of high net worth family relationships, as well as not-for-profit customers. In 2008, he transitioned out of the investment management team into a Private Client Advisor role. Since 2014, he has served in various leadership capacities including private banking, financial planning, advisory and trust services team members. 

CREDENTIALS

Craig earned his Bachelor of Science in Business Administration in Finance and Economics from Creighton University. He is a holder of the Chartered Financial Analyst® designation, and is a member of the CFA Institute. Craig holds Series 7 & 66 Securities licenses.

He is an active member of the CFA Society of Nebraska, and executive committee member of the Mount Michael Benedictine Booster Club. His past activities include Board of Trustees for the Archdiocese of Omaha, Finance Committee for the Duchesne Academy of the Sacred Heart (DASH), and President and Executive Committee Member for Community Health Charities of Nebraska.

PASSIONS

Craig enjoys spending time with his wife and three kids. A lot of that time is spent on the on the court or in the field. Craig has a passion for youth sports and that passion shines bright either in a coaching capacity or more importantly as a parent. When Craig and his wife are not at a high school sporting event, he is an avid golfer, reader and passionately dedicated Creighton Bluejays fan.

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“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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