Sign in
Steve Brudos

Steve Brudos

Investment Analyst at Trust Point Inc.

La Crosse, WI , United States

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

OrganizationRoleDate RangeDetails
Trust Point Inc.Investment AnalystJun 2012 to Present

Education

University of St. Thomas

Bachelor’s Degree, Finance, General

1999 2003

Skills & Expertise

Microsoft Word
PowerPoint
Research
Microsoft Excel
Social Media
Investments
Municipal Bonds
Fixed Income
Mutual Funds

Others at Trust Point Inc. (4)

NameRoleLocation
Brandon Hellenbrand
Brandon Hellenbrand
Portfolio ManagerLa Crosse, WI , United States
Y
Yan Arsenault
Chief Investment OfficerLa Crosse, WI , United States
Matthew Wittenberg
Matthew Wittenberg
Investment AssociateLa Crosse, WI , United States
Nolan Gaffney
Nolan Gaffney
Investment AnalystMinneapolis, MN , United States