Yan Arsenault, CFA®, CAIA®

As Trust Point’s Chief Investment Officer (CIO), Yan Arsenault leads the in-house team of analysts and portfolio managers who are continuously monitoring and researching investment options. He is responsible for overseeing the investment process, developing and communicating investment strategy and policies, making decisions on asset allocation, selecting external managers and managing risk across portfolios. By researching and scanning the world of investment options, he and his team provide clients peace of mind by helping them achieve their financial goals.