Brandon Hellenbrand

Brandon Hellenbrand, CFA®, is a Senior Portfolio Manager at Trust Point Inc. in La Crosse, Wisconsin, where he oversees client investment portfolios and leads performance and market reviews. In this role, he is instrumental in shaping investment strategies, designing portfolio allocations, and providing comprehensive financial guidance to meet the specific needs and goals of high-net-worth individuals, families, and institutional clients.

Brandon's expertise spans a broad array of asset classes, with a particular emphasis on global equities, fixed income, and diversified multi-asset portfolios. He actively participates in Trust Point’s investment committee and contributes insights on market trends, monetary policy, and sector opportunities, including recent topics such as technology sector performance, inflation, and interest rate dynamics.

Brandon joined Trust Point Inc. in 2013, advancing through roles as Investment Analyst and Senior Investment Analyst before his promotion to Portfolio Manager in 2022. He holds a Bachelor of Science in Finance from the University of Wisconsin-La Crosse and maintains the Chartered Financial Analyst® (CFA®) designation, underscoring his commitment to ethical investment standards and advanced portfolio management. He is recognized for his focus on financial literacy and his contributions to market outlook panels and investor education within the firm and community.