A Seward native, Jeff Aldrich has been with UBT since joining the bank in 2006. Before joining UBT’s Union Investment Management Group, he previously served as Senior Educator in UBT’s Retirement Plan Services area. Bringing his penchant for teaching to his role at UIMG, Aldrich implements his love of helping customers understand their portfolios into his investment management role. Aldrich also analyzes equity and fixed-income mutual funds, conducts in-depth analyses of mutual funds for potential use in mutual funds, and creates and implements goal-based financial plans for his clients.
A 2006 graduate of Nebraska Wesleyan University with a bachelor's degree in business administration, Jeff has completed numerous professional designations: Certified Funds Specialist (CFS), Chartered Mutual Fund Counselor (CMFC), Accredited Portfolio Management Advisor (APMA), and has recently passed the Certified Financial Planner Board Exam.