Andrea McMahon CFA®

Managing Director and Chief Investment Officer - Omaha

Andrea McMahon is a Managing Director and the Chief Investment Officer.  She chairs the firm’s Investment Committee. Her practice has become increasingly focused on financial planning and meeting the needs of highly successful women investors. Andrea earned a CHARTERED FINANCIAL ANALYST® designation in September 1994. She is a member of the CFA® Society of Nebraska, Treasurer and past president of the Habitat for Humanity of Omaha Friends Board, a member of the University of Nebraska at Omaha Advisory Council to the Department of Banking, Finance and Real Estate within the College of Business, serves on the finance committee and the investment sub-committee for Omaha Community Foundation and is a mentor for Tom Osborne’s Teammates Program. Andrea has a BSBA from the University of Nebraska at Omaha.