Greg Salmen

Greg Salmen

Chief Investment Officer - Trust/Investment Division

Followers of Greg Salmen579 followers
location of Greg SalmenMarinette, Wisconsin, United States

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  • Timeline

  • 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 - 1995
      BS Agribusiness Management
  • Experience

    • Community First Bankshares

      Mar 1999 - Apr 2002
      Chief Investment Officer - Trust/Investment Division

      Lead 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 - now

      I 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 - now
      • Executive Vice President

        Apr 2023 - Jan 2024
      • Executive Vice President & Trust Manager

        Jun 2014 - Jun 2023
      • Senior Vice President & Trust Manager

        Apr 2002 - Jun 2014
  • Licenses & Certifications

    • CFA Institute Charterholder Member

      CFA Institute
      Aug 2024
      View certificate certificate
    • CFA Charterholder

      CFA Institute
      Sept 2002
    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      May 1999
  • Volunteer Experience

    • Board Member & Fundraising/PR Volunteer

      Issued by Crime Stoppers of Marinette & Menominee Counties on Feb 2015
      Crime Stoppers of Marinette & Menominee CountiesAssociated with Greg Salmen
    • Deacon, Class Leader, Small Group Leader, Volunteer

      Issued by Faith Church Peshtigo on Nov 2002
      Faith Church PeshtigoAssociated with Greg Salmen
    • Board Member & Development Committee Volunteer

      Issued by M&M Area Community Foundation on Jan 2004
      M&M Area Community FoundationAssociated with Greg Salmen