Profile
Mr. Richard A. Engelmann is a Director of Investment Management at First National Advisers LLC and a Portfolio Manager at The First Investment Group Co. Ltd. He is currently responsible for managing the portfolios for personal trusts, institutions, foundations and endowments as well as chairing the Mutual Fund Oversight Committee.
Prior to joining the Investment Management group in 2005, he worked in the FNNI Treasury Group, and served as Chief Financial Officer for Washington County Bank in Blair, NE.
Prior to joining First National Bank, he managed the investment portfolio for American National Bank in Omaha and served as an internal auditor at First Tier Bank in Lincoln.
He received his undergraduate degree from the University of Nebraska.
Rich Engelmann active positions
| Companies | Position | Start |
|---|---|---|
The First Investment Group Co. Ltd.
The First Investment Group Co. Ltd. Financial ConglomeratesFinance Investment holding company | Portfolio Manager-Equities | 01/01/2005 |
First National Advisers LLC
First National Advisers LLC Investment ManagersFinance FNA manages investment models, including equity and fixed income strategies that are broadly diversified across multiple asset classes. These models are designed to satisfy a wide variety of investor needs, ranging from aggressive to conservative portfolios. The firm constructs each investment model by first determining an appropriate asset allocation that utilizes various asset classes. The fund universe is then screened to determine the possible funds for each allocation. | Investment Committee Member | 01/10/2015 |
Former positions of Rich Engelmann
| Companies | Position | End |
|---|---|---|
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. | Director of Investments | 01/10/2015 |
First Lansing Bancorp, Inc.
First Lansing Bancorp, Inc. Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
FirsTier Bank, NA (Omaha, Nebraska)
FirsTier Bank, NA (Omaha, Nebraska) Major BanksFinance Nationally chartered commercial bank | Comptroller/Controller/Auditor | - |
American National Bank (Omaha, Nebraska)
American National Bank (Omaha, Nebraska) Major BanksFinance Operates as a national chartered commercial bank | Corporate Officer/Principal | - |
Washington County Bank (NE)
Washington County Bank (NE) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Training of Rich Engelmann
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
The First Investment Group Co. Ltd.
The First Investment Group Co. Ltd. Financial ConglomeratesFinance Investment holding company | Finance |
University of Nebraska
University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
FirsTier Bank, NA (Omaha, Nebraska)
FirsTier Bank, NA (Omaha, Nebraska) Major BanksFinance Nationally chartered commercial bank | Finance |
First Lansing Bancorp, Inc.
First Lansing Bancorp, Inc. Regional BanksFinance Provides commercial banking services | Finance |
American National Bank (Omaha, Nebraska)
American National Bank (Omaha, Nebraska) Major BanksFinance Operates as a national chartered commercial bank | Finance |
Washington County Bank (NE)
Washington County Bank (NE) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
First National Advisers LLC
First National Advisers LLC Investment ManagersFinance FNA manages investment models, including equity and fixed income strategies that are broadly diversified across multiple asset classes. These models are designed to satisfy a wide variety of investor needs, ranging from aggressive to conservative portfolios. The firm constructs each investment model by first determining an appropriate asset allocation that utilizes various asset classes. The fund universe is then screened to determine the possible funds for each allocation. | Finance |
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