Edson L. (Ted) Bridges III, CFA

Edson L. [Ted] Bridges III, CFA

CEO

D: [402] 504-6290

E: tbridges@bridgesinv.com

Read More about Ted

Ted Bridges approaches life and work with joyful passion. He enjoys everything about investing: developing portfolio strategy, doing company research and portfolio management, and communicating with clients. Ted loves to connect people. As head of the Firm’s investment team, Ted is responsible for leading the Firm’s investment strategy, security research, and portfolio management efforts, and he is also active in new business development.

Education/Licenses & Credentials
BA in Government and Economics, Dartmouth College
J.D., University of Nebraska College of Law
Chartered Financial Analyst (CFA)

Areas of Expertise
Capital Markets Strategy and Valuation
Investment Policy Development
Portfolio Management
Equity Securities Analysis

Community Involvement
Ted believes strongly in sharing his time and talent with the Omaha community through active involvement in the following organizations:

  • CFA Society Nebraska, Past President
  • Omaha-Lincoln Society of Financial Analysts, Past President
  • Investment Council of America, Member
  • Nebraska Bar Association, Member
  • Abide Network, Board Member
  • Dundee Presbyterian Church, Elder
  • Gretchen Swanson Center for Nutrition, Chairman of the Board
  • Duchesne Academy of the Sacred Heart, Board Member
  • Nebraska Humane Society, Past Board Member and Chairman
  • Business Ethics Alliance Trustee

When Ted’s not in the office or on the road visiting clients and companies, he enjoys playing pick-up basketball, golf, walking his dogs, eating great food, reading classic investing books, listening to good music, and going to baseball games.

Mike G. App

Michael G. App

D: [402] 504-6260

E: mapp@bridgesinv.com

Read More about Mike

Mike App has extensive experience in family office services and investment management of both publicly traded and private equity portfolios. A desk jockey in the banking and investment industries since college, he finds fulfillment helping families and foundations create, safeguard and position wealth to accomplish goals. Mike is responsible for family office services, investment management operations, wealth creation and preservation, and is actively involved in new business development.

Education
BSBA in Finance, Creighton University

Areas of Expertise
Family Office Management, Investment Advisory, Consulting and Management Services, Portfolio Management and Wealth Creation

Community Involvement
Mike enriches the Omaha community by actively investing his time and talents in the following organizations:

  • American National Bank
  • Hawkins Construction
  • Creighton Prep High School Investment Committee
  • Maha Music Festival
  • St. Pius / St. Leo X School

When Mike is not in the office or spending time with clients, he enjoys eating ice cream at his wife’s shop, eCreamery, in the Dundee neighborhood of Omaha, traveling and eating out with his wife and friends, trying to keep up with his two young sons, fly fishing and playing tennis.

John Clatanoff

D: [402] 504-6262

E: jclatanoff@bridgesinv.com

Read More about John

Out of college, John Clatanoff was a key player for a Big Four level public accounting firm. He spent the next 15 years honing his skills in financial accounting, reporting and forecasting, mergers and acquisitions, and systems implementation, becoming a seasoned veteran in a range of financial disciplines. Along the way, he developed a passion for helping small businesses, startups and microenterprises establish accounting, HR and IT processes, freeing professionals to focus more intently on core business activities.

As Vice President of Administration for Bridges Trust, John manages business processes and administrative functions so that clients can realize their financial goals and priorities.

Education

BSBA in Accounting, Creighton University
MBA, University of Nebraska-Omaha

Licenses & Credentials

Certified Public Accountant, Nebraska (inactive license)
Member, American Institute of Certified Public Accountants
Member, Nebraska Society of Certified Public Accountants

Community Involvement

John believes in giving back to his community, which he does by coaching youth soccer and being active in his local parish.

  • St. Wenceslaus Parish
  • Harrison Street Church Food Pantry
  • Habitat for Humanity

In his free time, John enjoys spending time with family and friends, playing golf, traveling and watching professional football.

Nancy Dodge

Nancy K. Dodge, CTFA

D: [402] 504-6286

E: ndodge@bridgesinv.com

Read More about Nancy

Nancy Dodge began her career with Bridges in 1980. Since that time she has worked in the areas of research, client accounting, equity trading and customer service. Today, Nancy manages the day to day operations of Bridges Investment Fund, Inc. and Bridges Investor Services, Inc. while serving on the portfolio management team and overseeing new business relationships.

Nancy and her husband, Wes, enjoy a variety of spectator sports, gardening, and spending time with family and friends.

Deborah L. Grant

D: [402] 504-6252

E: dgrant@bridgesinv.com

Read More about Debby

Debby joined the Firm in 1976 and has since become a leader within the areas of client accounting, trading, and client service.  She heads the firm’s client service department and is the lead member of the Portfolio Management Committee, specializing in fixed income securities.

Brendy Keady

Brenda Keady

D: [402] 504-6251

E: bkeady@bridgesinv.com

Read More about Brenda

Brenda Keady brings more than 15 years of client service and management experience to Bridges Trust. This experience gives Brenda the insight she needs to help implement effective solutions to client needs and objectives. Brenda is passionate about providing an exceptional experience for clients of the firm and always has the best interest of her clients at heart.

When Brenda is not assisting clients, she works to make our community better by fundraising for animal rescues. In her free time she enjoys walking her two golden retrievers, exercising, traveling and sipping a good glass of wine with her husband.

Alicia Kettleson

D: [402] 504-6288

E: akettleson@bridgesinv.com

Read More about Alicia

Alicia Kettleson joined Bridges in May of 2014. After receiving her degree in Communications from the University of Nebraska- Omaha, Alicia has worked for several other investment companies in Omaha. She joins Bridges as a Service Manager to provide meeting updates and to help assist client with any needs they may have.

Alicia enjoys spending time with her family, coaching volleyball, boating, and visiting her family cabin.

Brian M. Kirkpatrick, CFA

D: [402] 504-6250

E: bkirkpatrick@bridgesinv.com

Read More about Brian

Brian Kirkpatrick grew up in Benson before it was cool. He took his first job out of college with Bridges Investment Management in 1992. During the course of his career here, Brian has worked in accounting, research, technology, operations and compliance. This well-rounded experience suits him perfectly to fulfill his duties as Chief Compliance Officer. As the head of the investment research team and member of the Investment Committee for Bridges Investment Management, Brian provides portfolio management for individuals, corporate assets and charitable foundations. His favorite part of his work is helping clients enjoy their lives without having to worry about money.

When Brian’s not crunching numbers, he enjoys playing golf and other outdoor sports, exercising, traveling, landscaping and spending time with his family. Brian and his son especially enjoy trying and making their own new seafood dishes every week, while his daughter, who prefers chicken, attends dance.

Education/Licenses & Credentials
BA with Distinction in Business Administration, Pensacola Christian College
Chartered Financial Analyst (CFA)
Series 65

Areas of Expertise
Securities Research
Portfolio Creation
Wealth Management for Individuals and Foundations / Charitable Endowments

Community Involvement
CFA Society of Nebraska
Abide Omaha

Megan McMurry, CPA, CFP®

D: [402] 504-6256

E: mmcmurry@bridgesinv.com

Read More about Megan

With the exception of a brief stint as a regional specialist in financial planning for a brokerage firm, Megan McMurry has spent many moons with the Bridges companies; initially we were one of her accounting clients when she worked as a Certified Public Accountant (CPA) at a regional firm for nearly a decade, and now as a Vice President of Client Services, where she enjoys helping clients identify and achieve their financial goals.

Education/Licenses & Credentials

MS in Accounting – Taxation Option, University of New Orleans
BS in Accounting and Business Administration, Concordia University, Seward
Certified Public Accountant, Nebraska
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor

Areas of Expertise

  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Multigenerational Planning
  • Philanthropic Planning
  • Financial Planning
  • Insurance Planning

Community Involvement

Giving back matters to Megan and she shows it by being actively involved with the following organizations:

  • Accounting & Financial Women’s Alliance
  • Basset and Beagle Rescue of the Heartland
  • Blair Community Schools Foundation
  • First Christian Church
  • Future Business Leaders of America
  • Omaha Estate Planning Council

When she’s away from her responsibilities at Bridges Trust, Megan loves to be on the go! Chasing after her daughter, fishing with her husband, taking their dogs to the park, vacationing with extended family, and experimenting with her garden round out her top five favorite things to do.

Brian Miles

Brian R. Miles, J.D., CAP

D: [402] 504-6253

E: bmiles@bridgesinv.com

Read More about Brian

Growing up on a farming and ranching operation in the Nebraska Sandhills has given Brian a true appreciation for hard work, integrity and dedication to getting the job done. Whether he’s decoding a complex estate plan for maximum tax efficiency or enduring a grueling workout, Brian definitely enjoys a challenge. Since joining Bridges Investment Management, Brian has immersed himself in all aspects of wealth management, estate and tax planning, philanthropic planning, and trust and estate administration. He is also our marketing coordinator, a job for which he is well suited as a former marketing and sales professional for Black & Decker. A zeal for finding the best way to accomplish clients’ financial goals complements Brian’s extensive knowledge of all things tax, trust and estate related.

Education/Licenses & Credentials
BS with Distinction in Agribusiness, University of Nebraska, Lincoln
J.D., University of Nebraska College of Law
Nebraska State Bar Association, 2013/14 Leadership Academy Graduate
Chartered Advisor in Philanthropy (CAP)

Areas of Expertise
Estate Planning
Tax Planning
Wealth Management
Trust and Estate Administration

Community Involvement
Brian belongs to the Nebraska Bar Association and the Omaha Bar Association, and is an officer of the Herbert T. and Marian S. Weston Foundation. Brian and his wife are also active members of Divine Shepherd Lutheran Church.

When Brian is not working, he enjoys playing sports with his three children, reading, traveling, and working out at Kosama with his wife.

Douglas R. Plahn, CFA

D: [402] 504-6248

E: dplahn@bridgesinv.com

Read More about Doug

Doug Plahn joined Bridges in 1993 fresh out of college. In the nearly quarter century he has since spent with our firm, Doug has earned his CFA designation, served as a member of the Bridges Investment Committee, headed up the Accounting department and managed portfolios for both individuals and charitable organizations.

 

He truly considers it an honor to be a trusted resource for clients and counts the opportunity to develop relationships and implement investment policy for multiple generations of families as the aspect of working at Bridges Trust that he most enjoys. When he’s not helping clients, he finds joy in traveling with his family, sports related activities and spending time with his children.

 

Education/Licenses & Credentials
BSBA in Accounting, University of Nebraska Lincoln
Chartered Financial Analyst (CFA)
Series 65

 

Areas of Expertise
Investment Policy Development
Portfolio Management
Equity Securities Analysis

 

Community Involvement
CFA Society of Nebraska

Patricia S. Rohloff

D: [402] 504-6291

E: prohloff@bridgesinv.com

Read More about Patti

After receiving an associate degree in accounting in 1987, Patti began her a career in 1993 in the area of client accounting. Since that time, Patti has advanced to handle various equity research and portfolio management duties, in addition to being a client relationship manager for several key accounts, head equity trader and marketing coordinator.

Patti is a member of the CFA Society of Nebraska. She and her husband, Kevin, live in Papillion and have two children.

Edson L. Bridges II, CFA

O: [402] 397-4700

E: ebridges@bridgesinv.com

Read More about Edson

Edson joined Bridges in 1959 after completing his secondary education at Deerfield Academy and receiving a degree in Business Administration from the University of Nebraska. Edson also received his MBA from the Harvard University Graduate School of Business Administration. He received his CFA designation in 1967 and has headed Bridges Investment Counsel, Inc. since 1970. Edson is a member of the Omaha-Lincoln Society of Financial Analysts, and of the Investment Counsel of America. Edson is very active in the community serving as a director or member of various charitable, civic and corporate boards and organizations.