
Greg Salmen
Chief Investment Officer - Trust/Investment Division

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About me
President & CEO at The Stephenson National Bank & Trust
Education

ABA National Trust School & National Graduate Trust School
1996 - 1998
Graduate School of Banking at the University of Wisconsin - Madison
2009 - 2011
Southwest Minnesota State University
1991 - 1995BS Agribusiness Management
Experience

Community First Bankshares
Mar 1999 - Apr 2002Chief Investment Officer - Trust/Investment DivisionLead investment management function for $1.1 billion AUM discretionary firm serving 3,000+ clients in 9 locations. PM for $400 million of actively-managed equity & fixed-income portfolios. Set asset allocation strategies for high-net-worth individuals, corporations, foundations, & retirement plans. Extensive public speaking & sales engagement as the primary presenter of economic & market reviews, business development seminars, and educational sessions for boards, estate planning professionals, individuals, and the general public. Show less

The Stephenson National Bank & Trust
Apr 2002 - nowI lead a dedicated team of over 20 professionals who collectively help our clients accumulate wealth, preserve and protect their assets, and pass on their legacy to future generations. As Financial Advisors and Trust Officers, our team advises our clients how to save and invest for a secure retirement, and we advise retirees on investment and withdrawal strategies to ensure their money outlives them. We help business owners provide highly-successful retirement plans for their employees, and we also help business owners plan and prepare for successful exit or transition when they are personally ready to retire. Individuals and families utilize our expertise to leave a legacy for future generations via proper planning, administration, and management of their assets.My faith, family, and community are all integral parts of my life, and I believe my purpose is to serve others by inspiring excellence! Show less
President and CEO
Jan 2024 - nowExecutive Vice President
Apr 2023 - Jan 2024Executive Vice President & Trust Manager
Jun 2014 - Jun 2023Senior Vice President & Trust Manager
Apr 2002 - Jun 2014
Licenses & Certifications
- View certificate

CFA Institute Charterholder Member
CFA InstituteAug 2024 
CFA Charterholder
CFA InstituteSept 2002
Certified Trust and Financial Advisor (CTFA)
American Bankers AssociationMay 1999
Volunteer Experience
Board Member & Fundraising/PR Volunteer
Issued by Crime Stoppers of Marinette & Menominee Counties on Feb 2015
Associated with Greg SalmenDeacon, Class Leader, Small Group Leader, Volunteer
Issued by Faith Church Peshtigo on Nov 2002
Associated with Greg SalmenBoard Member & Development Committee Volunteer
Issued by M&M Area Community Foundation on Jan 2004
Associated with Greg Salmen
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