First Vice President & Senior Portfolio Manager
Mark
Portz
Investment management and analysis since 1986

- B.S, University of Nebraska
- Member: CFA Society of Nebraska
Mark has worked as a fixed-income investment manager/analyst since 1986. Prior to his previous employment with Bank One in Chicago, he managed the $1 billion bond portfolio for the Nebraska Investment Council for six years. He earned his B.S. from the University of Nebraska-Lincoln, where he majored in Finance and Economics. Mark holds FINRA Series 7, 24, 53, and 63 licenses.
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