Jeff Bauman

Jeff J. Bauman, AIF®

Accredited Investment Fiduciary®
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 evaluating and recommending appropriate investment options, monitoring portfolio performance, optiminzing asset allocation strategies, and account administration.

He joined SNBT in 2010, with an already impressive 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 and had successfully devised and implemented various investment strategies that focused on total return and tax efficiency.

Jeff attained the Accredited Investment Fiduciary® (AIF®) designation in 2015. The AIF credential demonstrates the ‘gold standard’ of fiduciary excellence and full understanding of all aspects of investment management, including: asset allocation, fund evaluation and selection, performance monitoring, reporting, governance, and compliance.


CREDENTIALS:

  • Accredited Investment Fiduciary® (AIF®)
  • Bachelors of Business Administration in Finance from the University of North Dakota