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Profil
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.
Anciens postes connus de Chuck Lauber
| Sociétés | Poste | Fin |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Gestionnaire de Portefeuille-Actions | 01/06/2022 |
The Security Benefit Group of Cos.
 The Security Benefit Group of Cos. Investment ManagersFinance Provides financial and investment advice and solutions | Corporate Officer/Principal | - |
Koesten Hirschmann & Crabtree, Inc.
 Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Aspyre Wealth Partners manages client portfolios using a combination of both active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some parts of the markets some of the time, not all parts of all markets all the time are well suited to the passive approach. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with the investment objectives of the client. | Corporate Officer/Principal | - |
Tributary Capital Management LLC
 Tributary Capital Management LLC Investment ManagersFinance Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Chuck Lauber
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
42
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Finance |
The Security Benefit Group of Cos.
The Security Benefit Group of Cos. Investment ManagersFinance Provides financial and investment advice and solutions | Finance |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments. | Finance |
Texas A&M University-Commerce
 Texas A&M University-Commerce Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McCombs School of Business
 McCombs School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Koesten Hirschmann & Crabtree, Inc.
Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Aspyre Wealth Partners manages client portfolios using a combination of both active and passive management styles, based on the belief that while passive (index-based) investment management is well-diversified and effective in some parts of the markets some of the time, not all parts of all markets all the time are well suited to the passive approach. The firm primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (ETFs), and individual debt and equity securities in accordance with the investment objectives of the client. | Finance |
