12.15.2009 / Meet Our Investment Team
In the coming months, the Investment Team here at First National will be posting articles on the blog to help give you more insight on topics like the overall financial market, economic activity, consumer confidence and much more. Plus, you can even suggest a topic for them to discuss. So, we wanted to introduce you to the team and give you a little information on their background.
"The Investment Team is located in the region of the country known for its sensible investors."
The Investment Team is located in the region of the country known for its sensible investors. Their long-term vision and no nonsense strategies allow them to be deliberate with their guidance and swift in their decision making. They offer a combination of investment choices designed specifically to make selecting your investments as simple and convenient as possible. Their goal is to provide a diversified product offering by providing a mix of equity and fixed income investment options accessible through a variety of vehicles – from high net worth strategies such as laddered bond portfolios and individual equities to a complex of mutual funds managed by First National Bank and its affiliates. Where prudent, they also utilize boutique sub-advisers to ensure a diversified product offering that gives their shareholders the best of the best.
Stephen Frantz, Sr. Managing Director, CIO
Stephen oversees FNB Fund Advisers, the Registered Investment Adviser for 6 of the 8 First Focus Funds. He has more than 25 years investment management experience, including Smith Barney and Dain Bosworth, Omaha; Lazard London International, London, England; Waddell & Reed, Overland Park, Kansas; and PIMCO Advisors, LLP, Newport Beach, California. Stephen has appeared on CNBC’s Squawk Box and Bloomberg Television and has been quoted in numerous financial publications. He is currently an adjunct professor in the Finance Department at the University of Nebraska Omaha.
Randall Greer, CFA, Managing Director, Equity Strategy
Randy leads the team of security analysts and portfolio managers who administer the Firm’s proprietary equity strategies. He has more than 33 years of investment management experience, including 25 years with regional investment firm Kirkpatrick Pettis Smith Polian, Inc. Before joining First National, he was senior vice president and portfolio manager at Bridges Investment Counsel. In June 2009, Randy joined other top fund managers from five investment firms across the nation in a first-ever “Webinar” to discuss their investment strategies, review specific stocks and sectors and share their outlook on the market. He holds an MBA from the University of Florida and received his Chartered Financial Analyst (CFA) designation in 1980.
Ron Horner, Managing Director, Fixed Income Strategy
Ron has more than 20 years of investment management experience, including 18 years with Commercial Federal Bank, most recently serving as Investment Portfolio Manager and Secondary Marketing Manager. He is a graduate of Creighton University with a BSBA and received his MBA from the University of Nebraska.
David Jordan, CFA, Senior Portfolio Manager
David is a Senior Portfolio Manager with Tributary Capital Management. He has been managing institutional and individual investment portfolios for more than 21 years. He has a Bachelor of Science in Finance from the Business School at the University of Colorado.
For more information on the Investment team, visit www.firstfocusfunds.com or email us at firstname.lastname@example.org.
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Comments are provided as general market commentary and should not be considered investment advice or predictive of any future market performance.
Investments are: Not FDIC Insured • May Go Down in Value • Not a Deposit • Not Guaranteed By the Bank • Not Insured By Any Federal Government Agency
Before investing, please read the Fund’s prospectus and shareholder reports to learn about its investment strategy and potential risks. Mutual Fund investing involves risk including loss of principal. An investor should also consider the Fund’s investment objective, charges, expenses, and risk carefully before investing. This and other information about the Fund is contained in the fund’s prospectus, which can be obtained by calling 1-800-662-4203 or visiting www.firstfocusfunds.com. Please read the prospectus carefully before investing. First Focus Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.