Senior Vice President & Chief Investment Officer Emeritus
Investment management and analysis since 1967
  • B.S. and M.A., University of Nebraska
  • Chartered Financial Analyst® designation
  • Member: CFA Society of Nebraska

Bill provides investment management services, asset allocation strategies, and trading advice to foundations and high-net-worth clients. He has over 50 years of investment experience including positions at Bank of America, First National Bank of Lincoln & successors and Union Bank & Trust. Bill has both a B.S. and M.A. from the University of Nebraska-Lincoln.

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Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.