With financial planning experience dating back to 1997, Roman Windrum joined UBT after founding and managing a private investment partnership. He also worked for five years as a financial advisor for a large national wire house. As Vice President and Senior Portfolio Manager in UBT’s Union Investment Management Group, Windrum focuses on UIMG’s Omaha market, managing investment accounts for foundations and endowments, high-net worth families, businesses, and other institutions. He’s part of UIMG’s research team, conducting securities research and analysis and contributing to the security selection process for UIMG’s investment portfolios.

Windrum earned his bachelor’s degree in business administration from the University of Nebraska in 1994 and completed his juris doctorate from the UNL College of Law in 1997. He holds the Certified Financial Advisor (CFA) designation and a member of the CFA Institute and CFA Society of Nebraska.