Kurt Spieler
Chief Investment Officer bei The First National Bank of Omaha (Investment Management)
Profil
Mr. Kurtis D.
Spieler, CFA MBA, is a Chief Investment Officer at The First National Bank of Omaha and a Senior Vice President of Investment Management at First National Advisers LLC.
He is the Chief Investment Officer responsible for developing and implementing investment strategies for the Wealth Management division at First National Bank.
This includes leading the Asset Allocation, Equity, Fixed Income and Manager Research committees.
In addition, he manages investment portfolios for high net worth and institutional clients.
He joined First National Bank in 2005 and has over 30 years of experience in portfolio management.
Previously, he was the head of international equities for Principal Global Investors, as well as president of his own asset management firm.
He earned his Bachelor’s degree from Iowa State University and an MBA from Drake University.
He is a holder of the Charted Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Colorado.
Aktive Positionen von Kurt Spieler
| Unternehmen | Position | Beginn |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Chief Investment Officer | 01.01.2005 |
First National Advisers LLC
 First National Advisers LLC Investment ManagersFinance First National Advisers LLC (FNA) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2015 and is a wholly-owned subsidiary of First National Bank of Omaha, which is owned by First National of Nebraska, Inc. (OTCMKTS: FINN). FNA provides discretionary investment management services to individuals and institutional investors which include affiliated entities. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Kurt Spieler
| Unternehmen | Position | Ende |
|---|---|---|
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Corporate Officer/Principal | - |
Ausbildung von Kurt Spieler
| Iowa State University | Undergraduate Degree |
| Drake University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Principal Global Investors LLC
Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
First National Advisers LLC
First National Advisers LLC Investment ManagersFinance First National Advisers LLC (FNA) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2015 and is a wholly-owned subsidiary of First National Bank of Omaha, which is owned by First National of Nebraska, Inc. (OTCMKTS: FINN). FNA provides discretionary investment management services to individuals and institutional investors which include affiliated entities. | Finance |
