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Jeff J. Bauman
Chief Investment Officer bij The Stephenson National Bank & Trust (Invt Mgmt)
Profiel
Mr. Jeff J.
Bauman is a Chief Investment Officer at The Stephenson National Bank & Trust (SNBT).
His role includes evaluating and recommending appropriate investment options, monitoring portfolio performance, optimizing asset allocation strategies, and account administration.
He joined SNBT in 2010, he has over fifteen years of experience in equity and fixed income markets.
Prior to joining SNBT, he was responsible for overseeing a multi-billion dollar trust and wealth management division.
He had successfully devised and implemented various investment strategies that focused on total return and tax efficiency.
He attained the Accredited Investment Fiduciary designation in 2015 and holds a Bachelor of Business Administration in Finance from the University of North Dakota
Actieve functies van Jeff J. Bauman
Bedrijven | Functie | Begin |
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The Stephenson National Bank & Trust (Invt Mgmt)
![]() The Stephenson National Bank & Trust (Invt Mgmt) Investment ManagersFinance The Stephenson National Bank & Trust (Invt Mgmt) (SNBT-IM) is the investment management division of The Stephenson National Bank & Trust, an investment bank headquartered in Marinette, Wisconsin. SNBT-IM provides retirement, investment and trusts and estates services to various types of clients. | Chief Investment Officer | 01-12-2010 |
Eerdere bekende functies van Jeff J. Bauman
Bedrijven | Functie | Einde |
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Alerus Financial, NA
![]() Alerus Financial, NA Major BanksFinance Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND. | Analyst-Equity | 31-07-2007 |
Opleiding van Jeff J. Bauman
University of North Dakota | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Alerus Financial, NA
![]() Alerus Financial, NA Major BanksFinance Alerus Financial, NA provides banking, wealth management products and services. It manages portfolios for individuals and institutions. The firm offers checking and savings accounts, investments, loans and credits, mortgages, insurance, trust and estate planning services. The company was founded in 1879 and is headquartered in Grand Forks, ND. | Finance |
The Stephenson National Bank & Trust (Invt Mgmt)
![]() The Stephenson National Bank & Trust (Invt Mgmt) Investment ManagersFinance The Stephenson National Bank & Trust (Invt Mgmt) (SNBT-IM) is the investment management division of The Stephenson National Bank & Trust, an investment bank headquartered in Marinette, Wisconsin. SNBT-IM provides retirement, investment and trusts and estates services to various types of clients. | Finance |