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Yan Arsenault

Chief Investment Officer at Trust Point Inc.

La Crosse, WI , United States

About

Yan Arsenault serves as the Chief Investment Officer at Trust Point Inc., where he leads a team of analysts and portfolio managers overseeing the firm's investment process and strategy. Based in La Crosse, WI, he is responsible for asset allocation decisions, developing investment policies, selecting external managers, and managing risk across diverse portfolios. Under his direction, Trust Point's investment operations cover both individual and institutional wealth management.

Arsenault's expertise spans multiple asset classes, including equities, fixed income, and alternative investments, with a particular emphasis on integrating global investment research into client portfolios. He and his team continually monitor and research market trends to provide clients with tailored strategies that address their unique financial goals. His leadership ensures the firm delivers proactive management of investments across a broad spectrum, covering sectors from traditional securities to alternatives and manager selection.

Prior to becoming CIO in 2021, Arsenault held progressively senior roles at Trust Point Inc., including Vice President and Assistant Vice President of Investments. He holds a Bachelor of Commerce in Accounting from Université du Québec à Trois-Rivières, and is a CFA® charterholder, CAIA® charterholder, and CPA-CA, reflecting deep expertise in investment analysis, alternative assets, and accounting. His extensive career and credentials underpin his reputation as a leader in investment strategy, risk management, and portfolio construction.

Career History

OrganizationRoleDate RangeDetails
Trust Point Inc.Chief Investment OfficerJan 2021 to Present
Trust Point Inc.Vice President Of InvestmentsJan 2013 to Jan 2021
Trust Point Inc.Assistant Vice President of InvestmentsJan 2012 to Jan 2013
The Bank of N.T. Butterfield & Son LimitedSenior Portfolio Manager - Head of Private Client TeamJan 2011 to Jan 2012
The Bank of N.T. Butterfield & Son LimitedPortfolio Manager - Private Client TeamJan 2006 to Jan 2011
The Bank of N.T. Butterfield & Son LimitedPortfolio Manager - Multi-Manager FundsJan 2003 to Jan 2006
The Bank of N.T. Butterfield & Son LimitedAssistant Portfolio ManagerJan 2001 to Jan 2003
BISYS Hedge Fund Services IncGroup ManagerJan 2000 to Jan 2001
BISYS Hedge Fund Services IncAccount ManagerJan 1999 to Jan 2000
BISYS Hedge Fund Services IncSenior Fund AccountantJan 1998 to Jan 1999
DeloitteExternal AuditorJan 1996 to Jan 1998

Education

Université du Québec à Trois-Rivières

Bachelor of Commerce, Accounting

1992 1996

CAIA Association

CAIA

CFA Institute

CFA

Canadian Institute of Chartered Accountants

CPA-CA

Skills & Expertise

Administration
Strategic Planning
Sales
Social Media
Investments
Public Speaking

Others at Trust Point Inc. (4)

NameRoleLocation
Brandon Hellenbrand
Brandon Hellenbrand
Portfolio ManagerLa Crosse, WI , United States
Steve Brudos
Steve Brudos
Investment AnalystLa Crosse, WI , United States
Matthew Wittenberg
Matthew Wittenberg
Investment AssociateLa Crosse, WI , United States
Nolan Gaffney
Nolan Gaffney
Investment AnalystMinneapolis, MN , United States