William W. Lester, CFA
President & CEO
Bill joined the Firm in 1983. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1980. CFA Charterholder, 1983. General Securities Registered Representative and General Securities Principal of Ameritas Investment Corp., an Investment Advisor Representative of the Summit Investment Advisors, member of the CFA Institute, past director and past President of the CFA Society of Nebraska. Experience: Research Analyst, First Mid American, 1980-1983.
James Mikus, CFA
Senior Managing Director
Jim joined the Firm in 1986. Education: B.S. in Business Administration, University of Nebraska-Lincoln, 1985. CFA Charterholder, 1990. General Securities Registered Representative of Ameritas Investment Corp., member of the CFA Institute, and past President of the CFA Society of Nebraska.
Marci S. Gartner, FLMI
Manager, Investment Operations and Reporting
Marci joined the Firm in 2002. Education: B.S in Business Administration emphasis in Accounting, University of Nebraska-Lincoln, 2001. FLMI, General Securities Registered Representative of Ameritas Investment Corp., and Investment Advisor Representative of Summit Investment Advisors.
Mary H. LoChiano
Senior Administrative Assistant
Mary joined the Firm in 2000. Education: BS in Finance; Northwest Missouri State, 1997, General Securities Registered Representative of Ameritas Investment Corp. Experience: Administrative Assistant, Nebraska Bankers Insurance & Services Co., 1998-2000.
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