WoodTrust Bank
Raefe Gross, CFA, serves as the Investment Management Vice President and Director of Research at WoodTrust Bank, overseeing an investment program managing over $6 billion in assets. Responsibilities include chairing the Research Committee, leading the Investment Operations team, and participating in the Investment Committee to shape the firm's investment philosophy. Prior experience includes roles as a Frontier Markets Equity Research Analyst at FRONTAURA CAPITAL LLC and a Private Wealth Management Summer Analyst at Goldman Sachs. Raefe also founded WiscoFlyBoard, LLC, demonstrating entrepreneurial acumen in managing a profitable action-sport business. Educational achievements include a Master of Finance with a focus on Applied Security Analysis and a Bachelor’s degree in Finance, both from the Wisconsin School of Business.
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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.