Harbour Trust welcomes new team member

MICHIGAN CITY, Ind. - Dec. 4, 2015 - PRLog -- Harbour Trust & Investment Management Company is pleased to announce the addition of Todd McWhirter to their team. As a Trust Officer, McWhirter’s primary responsibility will be working hand-in-hand with Harbour Trust clientele for the creation, management and compliance of their trust accounts and accomplishing their financial goals.

“I’m excited to embark on this new chapter in my career and begin working with new clients. Harbour Trust is like a big family, so they are a perfect fit for me,” said McWhirter. “Having grown up in Northwest Indiana, I’m really excited to be back home and once again become involved in the local community.”

With over 18 years in the financial service industry, McWhirter brings vast experience and knowledge to his new role. Before joining Harbour Trust, McWhirter served for eight years as Vice President and Financial Consultant with Charles Schwab & Co. and two years as Relationship Manager with the Biltmore Family Office, LLC in Charlotte, North Carolina.  During his career, McWhirter has also held positions in the areas of team management, financial planning and investment advice. He is an Accredited Asset Management Specialist and also held his Health and Life Insurance license in the state of North Carolina.

“Todd has a very accomplished career in finance, so we are happy to welcome him. In addition, Todd's passion for the success of his clients makes him a perfect fit for Harbour Trust. Our clients will be in excellent hands,” said Stephanie Oberlie, Chief Operating Officer at Harbour Trust.

Before launching his career in finance, Todd graduated from Indiana University Bloomington and then joined the US Army Reserve and graduated 2nd Lieutenant from the Indiana Military Academy.

For more information on Harbour Trust Investment & Management, please call (219)

877.3500 or visit www.harbourtrust.com.

Harbour Trust & Investment Management’s trained and educated professionals guide its clients through difficult financial markets with the knowledge to create solid investment

plans designed to meet specific financial goals. Currently managing more than half a billion dollars in assets, Harbour Trust focuses on achieving the long-term financial goals for each person and their families for whom they work.


Photo: Todd McWhirter