General Investing >> Money Manager Interviews >> May 25, 1998

Jon Gross – Union Bank & Trust Of Lincoln

JON GROSS is currently an Assistant Vice President and Investment Officer with Union Bank and Trust Company. In addition to the management of individual trust and employee benefit accounts, he also serves as a portfolio manager to the Stratus Capital Appreciation Portfolio, one of five proprietary mutual funds managed by Union Bank & Trust. The Capital Appreciation Portfolio, which assets totaling $10.5 million, id an aggressive growth mutual fund concentrating primarily in smaller to mid cap size companies. A licensed securities principal, Mr. Gross also concentrates his efforts in the areas of legal and regulatory compliance as related to registered investment companies. He attended the University of Nebraska at Lincoln, majoring in Finance and graduating with honors in 1991. He became associated with Union Bank & Trust Company, Lincoln, NE in 1988 and achieved the Chartered Financial Analyst designation in 1993. Profile
TWST: Why don't you start with a description or profile of your firm?

Mr. Gross: I am a portfolio manager with Union Bank & Trust in Lincoln,

Nebraska. Presently the bank is at about $700