Team

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Team

Chuck Maggiorotto, CFA, CFP®

Chief Wealth Officer
Direct: 816-751-4295
Email: [email protected]

Chuck Maggiorotto

Chuck Maggiorotto, Chief Wealth Officer at Country Club Bank, a division of First National Bank of Omaha (FNBO), joined the organization in 2015. He is responsible for directing and overseeing all aspects of asset management under the financial services umbrella as well as leading the overall Wealth Solutions team, including Country Club Trust Company. He has more than  40 years of experience in the investment management, trust and financial services arena.

Chuck spent the early part of his career in the New York financial planning division of E.F. Hutton, transferring to Kansas City in 1985.  He later moved to Commerce Trust Co. and then to Boatmen’s Trust Company (now Bank of America Private Bank). After a transfer to St. Louis, he became Managing Director over a four-state regional market with more than $10 billion in assets under management and had personal responsibility for a $500 million investment portfolio.

Chuck is a graduate of Fairfield University in Fairfield, Connecticut and earned an MBA from the University of Kansas. He is a CFA® charter holder, an active CFA Society of Kansas City member and a CERTIFIED FINANCIAL PLANNER® certificant.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Investment products are:

• NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

Country Club Trust Company (CCTC) is a division of First National Bank of Omaha (FNBO). CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

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FNBO is an Equal Opportunity Employer