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Call Us
In Lincoln, (402) 323-1253
or toll-free, (888) 239-5135
Stop In
Union Investment Management Group
6801 S. 27th Street (27th & Pine Lake Rd.)
P.O. Box 82535
Lincoln, NE 68501-2535
Meet Our Officers
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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.eastwood@ubt.com |
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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.gross@ubt.com |
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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.portz@ubt.com |
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Ryan
M. Sailer, CFA |
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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.frost@ubt.com |
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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.savage@ubt.com |
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Thomas R. Sullivan, CFA Vice President-Department & Portfolio 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.sullivan@ubt.com |
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Roman K. Windrum, J.D., CFA Investment Officer & 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.windrum@ubt.com |
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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.jones@ubt.com |
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Tom Ernst Business Development Officer B.S., M.A., University of Nebraska Industry experience since 1981 Phone: (402) 323-1253 Email: tom.ernst@ubt.com |