Andy Frahm
Director, Portfolio Management at First National Wealth Management
- Role
- Director, Investment Management at FNBO
- Location
- Lincoln, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director, Investment Management
Apr 2014 — Present · Lincoln and Omaha, NE, US
Manage investment portfolios for high net worth families and charitable/non-profit entities, primarily in the Lincoln, Omaha, and central Nebraska communities. Chair the FNB Asset Allocation committee.Current
Education
University of Nebraska-Lincoln
MBA, with High Distinction, BSBA
Skills
- Wealth
- Asset Management
- Financial Planning
- Equities
- Asset Allocation
- Mutual Funds
- Risk Management
- Wealth Management Services
- Valuation
- Strategic Financial Planning
- Investment Management
- Financial Analysis
- Equity Research
- Fixed Income
- Investments
- Alternative Investments
- Investment Advisory
- Wealth Management
- Portfolio Management
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