Assistant Vice President—Senior Portfolio Manager
A headshot of Susan Horst

With nearly 25 years in financial services, Susan joined UBT in 2015 and now serves as Vice President – Senior Portfolio Manager. Susan manages investment portfolios for a broad array of clients including high-net-worth individuals, foundations, corporate retirement plans, and fiduciary accounts. She leads mutual fund due diligence efforts and sector analysis for individual stock models. Horst is also a member of the UIMG Strategy Group.

A graduate of the University of Nebraska with a bachelor's degree in finance, Horst has also obtained the Chartered Financial Analyst (CFA) designation and Certificate in Investment Performance Measurement (CIPM). She serves on the board of directors of the CFA Society of Nebraska and serves the community as a Gretna City Planning Commission member, Nebraska Community Foundation Investment Committee member, and was a board member for GraceHill Church for seven years.

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