About
Steve Brudos serves as Senior Portfolio Manager within the Investment Management Group at Trust Point Inc. in La Crosse, WI, where he oversees portfolio management for client accounts and conducts performance and market reviews. His responsibilities also include capital market research, fixed income trading, and implementing overall investment strategies, with an emphasis on helping clients achieve long-term financial goals and wealth preservation.
Brudos specializes in the management of diversified investment portfolios, incorporating research-driven strategies across both equity and fixed income asset classes. He is involved in market analysis and aids in developing investment approaches tailored to the needs of individuals, families, and businesses as part of Trust Point’s Wealth Management Team.
He holds a Bachelor’s Degree in Finance from the University of St. Thomas, providing a strong foundation in financial planning and investment analysis. With over a decade at Trust Point Inc. since joining in 2012, Brudos is recognized for his expertise in portfolio strategy, disciplined market research, and personalized client advisory within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Point Inc. | Investment Analyst | Jun 2012 to Present | — |
Education
University of St. Thomas
Bachelor’s Degree, Finance, General
1999 — 2003
Skills & Expertise
Others at Trust Point Inc. (4)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | La Crosse, WI , United States | |
Y Yan Arsenault | Chief Investment Officer | La Crosse, WI , United States |
| Investment Associate | La Crosse, WI , United States | |
| Investment Analyst | Minneapolis, MN , United States |