http://biltmoreinvestment.com - Green Bay, Wisconsin
JAMES M. CURRAN
James Curran - President of Biltmore Investments, Green Bay, Wisconsin Investment Firms, Investment Companies in Northeastern Wisconsin] PRESIDENT OF BILTMORE INVESTMENT MANAGEMENT
Jim has over 30 years of successful experience in the fields of Portfolio Management, Tax and Banking. As a Senior Vice President and Regional Manager of a large Investment Management Company he oversaw over $2 billion dollars of investment assets. Focusing in on providing investment management and tax planning services to individuals, non-profit organizations and corporations he has assisted hundreds of clients in defining and attaining their financial goals. He has attained a number of professional designations in the investment management field.
CHRISTINE M. TRUTTMANN
Christine (Tina) Truttmann of Biltmore Investments, Green Bay, Wisconsin Investment Firms, Investment Companies in Northeastern Wisconsin] CTFA, PORTFOLIO MANAGER
Tina has over 25 years of Investment Management, Trust and Banking experience. She focuses on estate and investment management planning for high net worth clients. In addition, she handles investment management for trusts, corporations and foundations.
Tina has served on a number of local charitable boards and currently serves on the Board of Directors of the Green Bay Estate Planning Forum.
Tina is a Green Bay native. She received her education at University of Wisconsin – LaCrosse and in addition received her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers.
