Douglas Carlo | WM Investment Portfolio Mgr | Lincoln, NE | U.S. Bancorp Wealth Management

Doug Carlo

Portfolio Manager
U.S. Bank

402.434.1615

Primary Office
233 S 13th St
Lincoln, NE 68508

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About Me

It is my pleasure to serve the financial needs of people in the Greater Lincoln Nebraska area. I started in the financial industry in 1986 and became a Portfolio Manager in 1998. I hold a Bachelor of Arts degree in business the University of Northern Iowa in Cedar Falls, Iowa and a Master of Business Administration degree in finance and marketing from the University of Iowa in Iowa City, Iowa.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time being involved in the mentorship program, TeamMates, and I also serve on the board of the 100s of Lincoln Men Who Care. In my free time, I enjoy flying, classic car restoration, working out and sports.

Area of Focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.