 |
William
S. Eastwood, CFA
Senior Vice President & Chief
Investment Officer
B.S., M.A., University of Nebraska
Holds the Chartered Financial Analyst designation
Investment management and analysis since 1971
Member: CFA Society of Nebraska
Phone: (402) 323-1759
Email Bill |
 |
Rebecca J. Ferguson,
CFP®
Assistant Vice President-Financial Planning & Wealth Mgmt.
Investment Officer & Portfolio Manager
Holds the Chartered Financial Planner designation
Holds Series 7 and 63 Securities Licenses
Industry experience since 1984
Member: Financial Planners Association; Nebraska Financial Planners Association
Phone: (402) 323-1334
Email Becky |
 |
Daniel E. Frost,
CFA
Assistant Vice President & Portfolio
Manager
B.S., University of Nebraska
Holds the Chartered Financial Analyst designation
Industry experience since 1996
Member: CFA Society of Nebraska
Phone: (402) 323-1639
Email Dan |
 |
Jon C. Gross,
CFA
Senior Vice President &
Investment Officer
B.S., University of Nebraska
Holds the Chartered Financial Analyst designation
Investment management and analysis since 1989
Member: CFA Society of Nebraska
Phone: (402) 323-1184
Email Jon |
 |
Chris Hoffschneider
Business Development Officer
B.S., Nebraska Wesleyan University
Phone: (402) 323-1253
Email Chris |
 |
Jonah R. Jones
Investment Officer & Portfolio
Manager
B.S., Nebraska Wesleyan University
Completed all levels of CFA exam
Industry experience since 2003
Affiliate Member: CFA Society of Nebraska
Phone: (402) 323-1848
Email Jonah |
 |
Mark E.
Portz, CFA
Vice President & Portfolio Manager
B.S., University of Nebraska
Holds the Chartered Financial Analyst designation
Investment management and analysis since 1986
Member: CFA Society of Nebraska
Phone: (402) 323-1326
Email Mark |
 |
Ryan
M. Sailer, CFA
Vice President & Portfolio
Manager
B.S., Creighton University
Holds the Chartered Financial Analyst designation
Investment management & analysis since 1997
Portfolio Mgr. for Stratus Growth Fund
Member: CFA Society of Nebraska
Phone: (402) 323-1745
Email Ryan |
 |
Frank W. Savage,
CFA
Assistant Vice President & Portfolio
Manager
B.S., University of Nebraska
Holds the Chartered Financial Analyst designation
Industry experience since 1998
Member: CFA Society of Nebraska
Phone: (402) 323-1461
Email Frank |
 |
Thomas R. Sullivan, CFA
First Vice President & UIMG Manager
B.S., University of Nebraska
Holds the Chartered Financial Analyst designation
Investment management and analysis since 1991
Member: CFA Society of Nebraska
Phone: (402) 323-1538
Email Tom |
 |
Roman K. Windrum, J.D., CFA
Assistant Vice President & Portfolio
Manager
B.S., J.D., University of Nebraska
Holds the Chartered Financial Analyst designation
Industry experience since 1997
Member: CFA Society of Nebraska
Phone: (402) 323-1468
Email Roman |
| |
|
