Transition in Leadership, Consistency in Values
Trust Point, an Independent trust and wealth management firm, announced that President Bill Bosch has been appointed Chief Executive Officer. Bosch, who was named President in January 2021 has also been appointed to the Trust Point board of directors. He succeeds Kent Handel, who came to Trust Point as President and CEO in 2001 and remains the chairman of Trust Point’s board of directors.
Bosch has been with Trust Point for over 20 years, starting as an intern in the operations department while obtaining his Bachelor of Science in Finance from the University of Wisconsin – La Crosse. During his tenure, he has held a number of leadership roles where he increasingly contributed to the company’s strength and promoted the company vision: “In doing what is best for our clients, we will be doing what is best for Trust Point.”
Strong planning guided the transition process. “Bill has been instrumental in helping lead Trust Point to where it is today,” Handel said. “He has held an executive management position for many years and has always been focused on continually improving the business by delivering an exceptional client experience, fostering sustained growth, and building a strong team culture.”
Despite a transition in leadership, Trust Point’s values will remain the same and is something Bosch is honored to be a part of. “Doing what’s best for our clients; building long-lasting relationships; and being committed to our clients, co-workers, and our communities are what have fueled our strength for over 100 years, and that will continue,” Bosch said. “These values are what we’re built on.”
Bosch succeeds Kent Handel who has held the CEO position for over two decades. During this time, Trust Point experienced exponential growth – increasing assets under management from roughly 850 million to over $7 billion. Trust Point added two office locations, Minneapolis and Eau Claire, during that time as well.
“Kent took over this company in 2001 and re-imagined what Trust Point could be in the future,” Bosch said. He has inspired us to do great things and we thank him for his dedication to making Trust Point a great company.” Handel will continue offering his leadership as the Chairman to our Board of Directors.