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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.