Jeff Bauman

Jeff J. Bauman

Chief Investment Officer

1820 Hall Avenue
Marinette, WI 54143

“My job is to make sure we have some of the best portfolio managers in which to invest your money. I then work with large investment firms to make decisions about how to allocate your savings in a thoughtful way that will generate returns.”

As Chief Investment Officer for the Investment Management & Trust Services Division, Jeff’s role includes investment analysis,manager research, portfolio management, and account administration.

Prior to joining SNBT, Jeff had fifteen years of broad cross-functional experience in equity and fixed income markets. Most recently, he spent five years at Catholic Financial Life (a Wisconsin-based life insurance organization) as the Chief Investment Officer. In addition to directing trades and managing the $800 million internal portfolio, Jeff’s role also included oversight of third-party investment managers.

Previously, Jeff was Senior Investment Officer for $3 billion in the trust and wealth management division of Alerus Financial (a national financial services corporation) where he was responsible for separately-managed accounts, endowments, and pension investments. Additionally, he was the lead portfolio manager of two fixed-income funds and co-manager of two equity funds. Jeff successfully devised and implemented various investment strategies that focused on total return and tax efficiency.


CREDENTIALS:

  • Bachelors of Business Administration in Finance from the University of North Dakota