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Nome | Título | Desde | Até |
---|---|---|---|
Kurt Spieler | Managing Director | 2014 | 2022 |
Biografia | Kurt Spieler, CFA, Senior Managing Director. Kurt joined First National in 2005 and has over 30 years of experience including the portfolio management of mutual funds in emerging markets, core international and U.S. moderate allocation. Previously, he was head of international equities for Principal Global Investors, as well as president of his own asset management firm. Kurt graduated from Iowa State University and chose to obtain his MBA from Drake University. Kurt is a member of the CFA Institute and the CFA Society of Colorado. | ||
Charles Lauber | Portfolio Manager | 2006 | 2022 |
Biografia | Charles Lauber, CFA, Portfolio Manager. Chuck has been responsible for analyzing the technology, healthcare, and telecom sectors since joining First National in August 2006. Chuck has many years of investment experience, serving as an asset allocation portfolio manager from early 2005 to August 2006 at Koesten Hirschmann & Crabtree in Overland Park, KS, and previously working as an analyst and co-portfolio manager at Security Benefit Group in Topeka, KS. Chuck earned his Bachelor of Business Administration in Finance from East Texas State University in 1987 and his Master of Business Administration in Finance in 1993 from the McCombs School of Business at the University of Texas. In 1997, he earned his designation as a Chartered Financial Analyst from the CFA Institute. Chuck is a member of the CFA Institute, and the DFW Society of Financial Analysts. | ||
David C. Jordan | Managing Director | 1998 | 2014 |
Biografia | David serves as the Managing Director of Growth Equities and has managed investment portfolios since 1982. He is a Risk Committee member and is responsible for implementation of the Growth Equities strategy. Before joining Tributary Capital Management in April of 1996, David managed investments at the predecessors to Bank One Investment Advisors, Key Trust of the Northwest, and Wells Fargo Denver. He received his Bachelor of Science degree in Finance from the University of Colorado in 1981 and earned his Chartered Financial Analyst (CFA) designation in 1994. He is a member of the CFA Society and the CFA Institute where he has served on the Council of Examiners, Candidate Curriculum Committee and Captain of an Exam Grading team. | ||
Kurt Spieler | Managing Director | 2006 | 2010 |
Biografia | Kurt Spieler, CFA, Senior Managing Director. Kurt joined First National in 2005 and has over 30 years of experience including the portfolio management of mutual funds in emerging markets, core international and U.S. moderate allocation. Previously, he was head of international equities for Principal Global Investors, as well as president of his own asset management firm. Kurt graduated from Iowa State University and chose to obtain his MBA from Drake University. Kurt is a member of the CFA Institute and the CFA Society of Colorado. | ||
Tiffani Boskovich | Portfolio Manager, chief compliance Officer | 2006 | 2007 |
Biografia | Boskovich is portfolio manager and chief compliance officer of Tributary Capital Management. She is responsible for analyzing the financial, insurance and entertainment equity sectors. Boskovich co-managed Colorado Diversified Trust, a local government investment pool in the state of Colorado for four years. She is a member of the Chartered Financial Analyst Institute and the Denver Society of Security Analysts. Boskovich holds the Chartered Financial Analyst designation. |
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