Truman’s Approach
Truman J. Strug
Investment Research Analyst
Overview
Truman Strug is an investment research analyst at Savant, based in our Westwood, Massachusetts, office. Truman joined Savant in 2026 when Heritage Financial joined the firm.
Growing up in White Plains, New York, Truman spent his early years exploring the energy of the New York City metro area. His family later relocated to Massachusetts during his high school years, where he continued to stay active on the swim, lacrosse, and rugby teams.
Truman’s interest in finance began in middle school after he asked his father about investments and markets. He quickly became the kid on the school bus sharing stock market insights with friends. That early curiosity continued through his time at Roger Williams University in Bristol, Rhode Island, where he earned a bachelor’s degree in finance. Truman played an active role in the school’s Center for Advanced Financial Education, helping manage a real-dollar investment portfolio and mentoring new Student Fund Managers as a senior.
Before joining Savant, Truman served as a portfolio associate at Heritage, contributing to the investment team by opening new client accounts, analyzing portfolios, and trading securities to keep strategies aligned with asset allocation guidelines.
Truman enjoys spending time outdoors throughout all four seasons. He stays active with camping, golfing, skiing, and snowmobiling. When he is not participating in sports himself, he can often be found watching auto racing or supporting his favorite New England teams, especially the Boston Bruins.
Education
- Roger Williams University
Bachelor of Science in Finance
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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