Filbrandt & Company Team
Steven Hoffman, CFA®
Portfolio Manager Steven Hoffman loves the balance of market analytics and customer interaction that his position provides. Being able to continually challenge himself in analyzing markets and communicating with clients, while providing a valuable service to many wonderful people, provides Steven a strong sense of purpose.
“My diverse background in the financial industry has afforded me a broad set of technical skills that contribute to our team’s process of building successful long-term financial plans for our clients,” he said.
Steven earned his BS in Business Administration from the University of South Dakota. He has completed the programs and earned Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations. He is a member of the Market Technicians Association (MTA) and the American Association of Professional Technical Analysts (AAPTA).