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Scott serves as Director of Research for Private Wealth Reserve within FNBO Wealth. He leads the research efforts supporting Asset Allocation and Due Diligence for the investment management team. He is responsible for managing portfolios for high net worth clients, personal trusts, institutions, foundations and endowments.

Scott heads the Due Diligence Committee, in charge of researching equity, fixed income, ESG and alternative investment strategies. He is also a voting member of the firm's asset allocation committee where he is responsible for sourcing new ideas and presenting a thorough analysis of various investment management trends, economic trends and data, mutual funds, ETFs, SMAs and individual securities.

Credentials

Scott began his career at FNBO in 2010 and has worked in various capacities within the organization. Prior to joining the Investment Management team, Scott worked at FNBO's other subsidiary, Tributary Capital Management, where he prepared research and analysis on equities for the security team, and provided data analysis and reporting for the firm.

Scott holds the Chartered Financial Analyst® designation and is an active member of the CFA Institute and CFA Society of Nebraska. He earned his Bachelor of Science in Business Administration in Finance and Economics from the University of Nebraska at Lincoln and went on to earn his MBA and Master of Investment Management and Financial Analysis from Creighton University.

Passions

Scott is passionate about continuous learning and helping people. Outside of the office, Scott enjoys spending time with his wife and keeping up with his two boys and baby girl. Prior to having children, he loved golf and the challenge it posed against himself to get better.

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. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

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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Only deposit products are FDIC insured.

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