About
Nolan Gaffney is an Investment Analyst at Trust Point Inc. based in Minneapolis, Minnesota, where he is responsible for portfolio oversight, performance analysis, and supporting project management for both public and private market investments. He plays a key role in Trust Point’s Wealth Management and Family Office departments, contributing to the development of diversified client portfolios and providing market reviews, particularly focusing on real estate wealth transition strategies including Delaware Statutory Trusts and 721 exchanges.
Prior to his current role, Nolan advanced through Trust Point Inc. in several positions, starting as an Investment Intern, progressing to Investment Associate, and ultimately to his current analyst position, demonstrating a strong trajectory within the firm. His expertise spans comprehensive portfolio construction and risk management, emphasizing wealth transfer, real estate investment structures, and multi-asset class allocation for high-net-worth families and business owners.
Nolan holds a degree in Finance and Economics from the University of Wisconsin-La Crosse, underpinning his analytical approach and technical expertise in investment management. He is recognized for designing and implementing tax-efficient strategies that aid clients in transitioning from active management to more passive investment solutions, notably in real estate and alternative asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Point Inc. | Investment Analyst | Feb 2023 to Present | — |
| Trust Point Inc. | Investment Associate | Jun 2021 to Feb 2023 | — |
| Trust Point Inc. | Investment Intern | Oct 2020 to Jun 2021 | • Prepare written security reviews on stocks, mutual funds, closely held securities, and limited partnerships held. • Assist with the preparation and delivery of fund return information to all client ... |
| It Make$ Cents! - Money Management Center | Financial Peer Mentor | Sep 2018 to May 2021 | • Provide financial advisement in a 1 on 1 setting to students. • Collaborate with other Peer Mentors and Advisors to host events that educate students on campus about money management tips, renting i... |
| Office of Residence Life | Resident Assistant | Aug 2018 to May 2021 | • Use leadership skills to counsel and advise first-year students on academic and personal questions and concerns. • Collaborate with fellow staff team members and Hall Director to organize and educat... |
| Delta Sigma Pi | Vice President of Finance | May 2019 to Jun 2020 | • Planned, monitored, tracked, and recorded fraternity revenues and expenses generate reports. • Gave weekly presentations regarding fraternity finances, economic, financial market updates. • Managed ... |
| Delta Sigma Pi | Web Administrator | Dec 2018 to Apr 2019 | — |
| Schuh Landscaping | Laborer | May 2015 to Aug 2019 | — |
| Buddy Bear Daycare | Teacher Assistant | Oct 2012 to Aug 2014 | — |
Education
University of Wisconsin-La Crosse
Finance and Economics
2017 — 2021
Others at Trust Point Inc. (5)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | La Crosse, WI , United States |
 | Investment Analyst | La Crosse, WI , United States |
Y Yan Arsenault | Chief Investment Officer | La Crosse, WI , United States |
 | Investment Associate | La Crosse, WI , United States |
 | Portfolio Manager | Savage, MN , United States |