Madison, Wisconsin, March 6, 2017 — Wisconsin Bank & Trust is pleased to welcome Daniel Braun as Vice President, Wealth Advisor. Dan is an experienced portfolio manager, trader, and wealth management professional. He is based from the bank’s Main Banking Center in Madison.
Braun’s primary focus is on assisting individuals, families, and non-profit clients with comprehensive financial solutions, including counseling clients on wealth management issues such as investment planning, retirement spending, tax savings, risk management, and estate planning.
“Dan Braun is a standout among financial advisors for his deep experience in multiple aspects of capital markets,” said Jasper Vaccaro, Senior Vice President and Market Leader for Private Client Services for Wisconsin Bank & Trust. “His expertise and commitment to outstanding client service is a tremendous addition to our team as our Wealth Management group continues to grow.”
Prior to joining Wisconsin Bank & Trust, Braun most recently held financial advisory and portfolio management roles at two national banks. In these roles, he served high net worth individuals and families, as well as corporations, with investment selection and planning. Braun applied his deep experience with financial modeling to help clients optimize risk-adjusted returns on capital and reduce the negative cognitive biases inherent in the capital allocation process.
Braun holds an MBA from the University of Chicago’s Booth School of Business, where his concentration was in Finance & Accounting. Previously, Braun earned a Master of Science in Applied Mathematics & Statistics from DePaul University and a Bachelor of Science in Economics from the University of Wisconsin – Madison.
Braun can be reached at (608) 203-1217 or firstname.lastname@example.org. Wisconsin Bank & Trust’s Main Banking Center is located at 119 Junction Road in Madison.
About Wisconsin Bank & Trust
Wisconsin Bank & Trust (WBT) is a community bank with assets of more than $1 billion serving customers in the Madison, Milwaukee, Green Bay, Sheboygan, Monroe and southwest areas of Wisconsin. From 18 banking centers and a mortgage loan production office, WBT offers a wide range of commercial, personal and small business banking, wealth management, and mortgage lending services. The bank is a subsidiary of Heartland Financial USA, Inc. (NASDAQ: HTLF), which has assets of more than $8 billion. WBT is a member of the Federal Deposit Insurance Corporation and an Equal Housing Lender. Learn more at www.wisconsinbankandtrust.com.
About Heartland Financial USA, Inc.
Heartland Financial USA, Inc. is a diversified financial services company with assets exceeding $8 billion. The company provides banking, mortgage, private client, investment, insurance and consumer finance services to individuals and businesses. Heartland currently has 108 banking locations serving 85 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas, Missouri, Texas and California. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.