Julie D. Driftmier
Portefeuillebeheerder-Aandelen bij First National Advisers LLC
Profiel
Ms. Julie D.
Driftmier, CFA MBA, is a Director of Investment Management at First National Advisers LLC.
Her primary responsibility is managing the portfolios for high net worth clients, institutions, foundations and endowments.
Ms. Driftmier previously worked for 13 years at U.S.
Bank as a senior portfolio manager.
She also worked at Firstar Bank in Council Bluffs, as well as Kirkpatrick Pettis.
She earned her Bachelor of Arts from Midland Lutheran College and Masters in Business Administration from the University of Nebraska at Omaha.
She holds the Chartered Financial Analyst (CFA) designation and is an active member of CFA Society of Nebraska, CFA Institute.
Actieve functies van Julie D. Driftmier
| Bedrijven | Functie | Begin |
|---|---|---|
First National Advisers LLC
 First National Advisers LLC Investment ManagersFinance First National Advisers LLC (FNA) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2015 and is a wholly-owned subsidiary of First National Bank of Omaha, which is owned by First National of Nebraska, Inc. (OTCMKTS: FINN). FNA provides discretionary investment management services to individuals and institutional investors which include affiliated entities. | Portefeuillebeheerder-Aandelen | 01-08-2022 |
Eerdere bekende functies van Julie D. Driftmier
| Bedrijven | Functie | Einde |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Director of Investments | 01-08-2022 |
Kirkpatrick Pettis Investment Management, Inc.
 Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance Kirkpatrick Pettis Investment Management, Inc. is a registered investment advisor located in Omaha, Nebraska. The firm is a subsidiary of the Davidson Cos. They provide equity, fixed-income and balanced account management services to high net-worth individuals, trusts, mutual funds, partnerships, corporations, retirement plans, foundations and endowments. | Corporate Officer/Principal | - |
Opleiding van Julie D. Driftmier
| Midland University | Undergraduate Degree |
| University of Nebraska | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Kirkpatrick Pettis Investment Management, Inc.
Kirkpatrick Pettis Investment Management, Inc. Investment ManagersFinance Kirkpatrick Pettis Investment Management, Inc. is a registered investment advisor located in Omaha, Nebraska. The firm is a subsidiary of the Davidson Cos. They provide equity, fixed-income and balanced account management services to high net-worth individuals, trusts, mutual funds, partnerships, corporations, retirement plans, foundations and endowments. | Finance |
First National Advisers LLC
First National Advisers LLC Investment ManagersFinance First National Advisers LLC (FNA) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2015 and is a wholly-owned subsidiary of First National Bank of Omaha, which is owned by First National of Nebraska, Inc. (OTCMKTS: FINN). FNA provides discretionary investment management services to individuals and institutional investors which include affiliated entities. | Finance |
