First Vice President & Senior Portfolio Manager
Mark
 
Portz
Mark Portz photo

Mark Portz, First Vice President – Fixed Income Portfolio Manager, joined Union Bank & Trust in 2000, bringing 14 years of prior experience with him to the UIMG team. In his current role, Mark is the bank’s investment portfolio manager, sweep vehicle investment manager, institutional fixed income portfolio manager, and interest rate derivatives trader.

A graduate of the University of Nebraska-Lincoln with a bachelor’s degree in finance and economics, Mark holds the Chartered Financial Analyst (CFA) designation. He’s the treasurer for both the Lincoln Trap and Skeet Club and Lincoln Shooting Sports Foundation. Mark also volunteers for the Lancaster County chapter of Pheasants Forever, a wildlife habitat and youth outdoor education organization.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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