Profilo
Mr. Charles D.
Lauber, CFA MBA, is a Portfolio Manager at The First National Bank of Omaha.
He is responsible managing portfolios for institutional and serves as the lead portfolio manager.
He joined First National Bank in August 2006 and has worked in the financial services industry since 1994.
Mr. Lauber was previously employed as a Portfolio Manager by Tributary Capital Management LLC, a Portfolio Manager by KHC Wealth Management Services, and an Equity Analyst & Co-Portfolio Manager by The Security Benefit Group of Cos.
He is a Chartered Financial Analyst, an active member of the CFA Institute and CFA Society of Dallas-Fort Worth and earned his Masters in Business Administration from the University of Texas at Austin.
Precedenti posizioni note di Chuck Lauber
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/06/2022 |
The Security Benefit Group of Cos.
 The Security Benefit Group of Cos. Investment ManagersFinance The Security Benefit Group of Cos. provides financial and investment advisory services. It also provides a range of variable & fixed annuities, security funds and retirement products. The company is headquartered in Topeka, KS. | Corporate Officer/Principal | - |
Koesten Hirschmann & Crabtree, Inc.
 Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Koesten Hirschmann & Crabtree, Inc. (dba Aspyre Wealth Partners) is an independent, SEC-registered investment advisor headquartered in Overland Park, Kansas. Founded in 1996, Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high net worth individuals, trusts, estates, and other business entities. | Corporate Officer/Principal | - |
Tributary Capital Management LLC
 Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Gestore di Portafoglio-Azioni | - |
Formazione di Chuck Lauber
| Texas A&M University-Commerce | Undergraduate Degree |
| McCombs School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
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 |
The Security Benefit Group of Cos.
The Security Benefit Group of Cos. Investment ManagersFinance The Security Benefit Group of Cos. provides financial and investment advisory services. It also provides a range of variable & fixed annuities, security funds and retirement products. The company is headquartered in Topeka, KS. | Finance |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Finance |
Koesten Hirschmann & Crabtree, Inc.
Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Koesten Hirschmann & Crabtree, Inc. (dba Aspyre Wealth Partners) is an independent, SEC-registered investment advisor headquartered in Overland Park, Kansas. Founded in 1996, Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high net worth individuals, trusts, estates, and other business entities. | Finance |
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