Scott Summers
Analyst-Equity bei First National Advisers LLC
Profil
Mr. Scott Summers, CFA MBA, is a Portfolio Manager of Investment Management at First National Advisers LLC.
He works on the Investment Management team where he is responsible for managing portfolios for high net worth clients, personal trusts, institutions, foundations and endowments.
He is also a voting member of the firm’s asset allocation, mutual fund, and alternative investment committees where he is responsible for presenting a thorough analysis of economic trends and data, mutual funds, and individual securities.
Mr. Summers began his career at First National Bank in 2010 and has worked in various capacities within the organization.
Prior to joining the Investment Management team, he worked at First National’s 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.
He earned his Bachelor’s 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’s of Investment Management and Financial Analysis from Creighton University.
He holds the Chartered Financial Analyst designation and is an active member of the CFA Institute and CFA Society of Nebraska.
Aktive Positionen von Scott Summers
Unternehmen | Position | Beginn |
---|---|---|
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. | Analyst-Equity | 01.04.2016 |
Ehemalige bekannte Positionen von Scott Summers
Unternehmen | Position | Ende |
---|---|---|
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. | Analyst-Equity | 01.04.2016 |
Ausbildung von Scott Summers
Creighton University | Masters Business Admin |
University of Nebraska | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
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 |
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 |