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About
Todd Trautman is a Partner at Prodigy Asset Management, L.L.C., based in Omaha, Nebraska, where he plays a key role in portfolio management and client advisory services. His responsibilities include overseeing investment strategies and guiding institutional and private clients across diverse asset classes. He specializes in the HR & Staffing industry, providing tailored investment solutions for businesses within this sector.
Trautman has extensive experience in the investment management field, having served as Managing Director at Boys Town prior to joining Prodigy Asset Management. He is recognized for his skills as both a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner), credentials that underscore his expertise in financial planning and investment strategy.
He holds degrees from Creighton University and Creighton University's Heider College of Business, further solidifying his foundation in finance and business administration. Trautman’s background in regulatory compliance, demonstrated by passing the Series 63 and Series 65 exams, supports his comprehensive approach to investment advisory and portfolio oversight.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Prodigy Asset Management, L.L.C. | Partner | Mar 2007 to Present | Personalized investment management services for not-for-profit organizations, high-net-worth individuals, and families |
| Boys Town | Managing Director | Mar 2007 to Jun 2021 | — |
Education
Creighton University
Creighton University's Heider College of Business
Others at Prodigy Asset Management LLC (3)
| Name | Role | Location |
|---|---|---|
P Phil Ruden | Managing Partner | Omaha, NE , United States |
A Arnie Ovalles | Partner | Omaha, NE , United States |
M Michael Eglseder | Managing Partner | Omaha, NE , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Partner | Wealthplan Investment Management, LLC | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Wealthplan Investment Management, LLC | Allendale, NJ , United States |