Steve Slocum

Investment Officer & Portfolio Manager

Bio

Steve brings over 15 years of experience in financial services to Lake Ridge Bank. In his role as an Investment Officer and Portfolio Manager, Steve plays an integral part in the ongoing management of client portfolios and investment research. He also serves as a member of the bank’s Trust & Investment Committee. Steve began his career in the industry in 2009, providing tailored advice and solutions to meet the unique needs of his clients. Steve holds a Bachelor of Science degree in Economics from the University of Wisconsin-Madison and has obtained the CERTIFIED FINANCIAL PLANNER® certification and Accredited Portfolio Management Advisor™ designation.


 

Education

University of Wisconsin–Madison

Let's Talk!

Fill out the contact form below or call Steve at 608-826-3573.

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