Steve Hoffman Email & Phone Number
Chief Investment Officer @ North Point Advisor Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Hoffman Location
- Altoona, WI, US
Steve Hoffman Work
- 2021 -now Chief Investment Officer @
- 2016 -2021 Portfolio Manager @ Financial Planning and Investment Management Firm
- 2015 -2016 Chief Investment Officer @
- 2008 -2015 Portfolio Manager @
- 2002 -2007 Portfolio Manager @ Associated Wealth Management
- 2000 -2002 Trust Portfolio Manager @ First American Bank & Trust
- 1995 -2000 Vice President @ American State Bank
- 1991 -1995 Bank Examiner @
Steve Hoffman Education
- The University of South Dakota
Bachelor of Science (B.S.) (Business Administration and Management, Finance Emphasis)
1987-1991 - Stanley County High School - Ft. Pierre, SD 1983-1987
Steve Hoffman Skills
- Alternative Investments
- Customer Relationship Management Crm
- Banking
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Mutual Funds
- Investment Strategies
- Risk Management
- Asset Management
- Credit
- Financial Analysis
- Credit Analysis
- Investment Management
- Chartered Financial Analyst
- Customer Relationship Management
Steve Hoffman Summary
- Steve Hoffman, based in Altoona, WI, US, is currently a Chief Investment Officer at North Point Advisor Group. Steve Hoffman brings experience from previous roles at Financial Planning and Investment Management Firm, First Bank & Trust, BMO Harris Private Banking and Associated Wealth Management. Steve Hoffman holds a 1987 - 1991 Bachelor of Science (B.S.) in Business Administration and Management, Finance Emphasis @ The University of South Dakota. With a robust skill set that includes Alternative Investments, Customer Relationship Management Crm, Banking, Financial Planning, Wealth Management Services and more. Steve Hoffman has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Steve Hoffman?
Find contact details for 700 million professionals.
Others Named Steve Hoffman
Steve Hoffman
Vice President, Product Management
Ardsley, NY, US
Steve Hoffman
President and CEO
Monroeville, IN, US
Steve Hoffman
President
McLean, VA, US
Steve Hoffman
President
Cleveland, OH, US
Top North Point Advisor Group Employees
Brenden Cullen
Paraplanner
Eau Claire, WI, US
Mike Dolezal
Managing Partner
Saint Paul, MN, US
Michayla Thielen
Marketing Coordinator
Minneapolis, MN, US
Ben Johnson
Client Services Associate
Saint Paul, MN, US
David Hopkins
Managing Partner
Eau Claire, WI, US
David Guild
Financial Advisor
Eau Claire, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co