WoodTrust Bank
Jason Deitz, CFA, has over 17 years of experience in the financial sector, currently serving as Senior Vice President and Chief Investment Officer at WoodTrust since June 2006. Previously, Jason held the position of Marketing Analyst at Renaissance Learning from May 2005 to June 2006. Educational qualifications include a Bachelor of Science in Economics from the University of Wisconsin-Madison, an MBA in Finance and Business Law from the University of Wisconsin-Whitewater, and the attainment of the CFA Charterholder designation from the CFA Institute. Additionally, Jason completed further education at the Graduate School of Banking at the University of Wisconsin-Madison.
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WoodTrust Bank
WoodTrust Bank engages in a wide variety of financial service activities on behalf of a diverse group of corporate, family, individual and not-for-profit customers. The company serves approximately $5.3 billion in client assets and in the past has been named the #1 community bank holding company in the United States by U.S. Banker magazine. WoodTrust Bank is a $600 million full-service commercial bank that has been independently owned and operated since 1891, specializing in business and consumer banking. The company offers a comprehensive suite of banking products and services and has consistently been a major source of credit to a variety of businesses throughout central and northern Wisconsin. In addition to banking services, WoodTrust Bank is also a relationship-based trust company and investment management firm. WoodTrust Asset Management manages approximately $4.7 billion in assets, servicing over 1,500 client accounts in 35 states. The company’s trust and investment group has experienced solid growth during the past decade and is well positioned to offer investment management, personal trust, private banking, and retirement plan services to a wide variety of customers.