Vice President & Portfolio Manager
Roman
Windrum
Investment management and analysis since 1997
Roman has worked in the financial industry since 1997 and currently focuses on account management and research. He manages most of UIMG’s Omaha-based accounts. Roman earned his B.S. and his Juris Doctorate from the University of Nebraska – Lincoln and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Nebraska.
Contact Roman for help with:
- Protecting family wealth
- Investment management
- Asset management
- Portfolio management services
Let’s get in touch
If you’ve got questions, I’ve got answers! Simply click the Contact Me button to the right and provide your contact information, as well as a brief message about your needs, and I’ll follow up shortly.
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