Ned has more than 35 years of experience in the financial services industry. His passion for helping people has empowered him to serve his clients with a focus on portfolio construction, retirement planning, and provide a deep-dive look into stock and fund analysis.
Prior to partnering with Platte River Private Wealth, Ned was the Managing Director and Senior Portfolio Manager of Hodder Investment Advisors for over 10 years. During this time, he worked alongside his daughter-in-law, Cortnie, to help clients work toward their financial goals.
In 1977, he received his BA in Economics cum laude from The University of Denver. In 1979, he received his MBA in Corporate Finance from The Wharton School at the University of Pennsylvania. While at The Wharton School, he was named a Wharton Fellow each year and served as the Assistant Director of International Affairs for the school during his last year there. Ned has earned the Accredited Investment Fiduciary Analyst professional designation from Fiduciary360. Additionally, he has received formal training in investment fiduciary responsibility and is certified to conduct investment fiduciary assessments.
Ned feels strongly that it is necessary to give back and supports many local charities.
Ned makes Casper his home with his wife of 40 years, Susan. The couple have three sons and five grandchildren. When not at work, Ned enjoys fishing, camping, and spending time with his family.
EDUCATION & QUALIFICATIONS
University of Denver Economics, Cum Laude
The Wharton School, Univ. of Pennsylvania, MBA Corporate Finance
LICENSE(S): Series 6, 7, 24, 63, 65 held through LPL Financial
Registered states:AK, MA, TX, NV, WA, MS, PR, UT, NE, NC, VA, WY, WI, IN, SC, KS, NY, OR, AR, HI, MT, TN, AZ, ID, OK, RI, SD, MD, IA, GA, NM, CA, CO, FL, MN, IL, ND
©2023, Platte River Private Wealth. All Rights Reserved.
We offer a broad range of wealth management services to help you build, manage, and preserve your wealth.
152 N Durbin Street
Casper, WY 82601
(307) 243-5440 (office)
(307) 243-5441 (fax)
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.