Follow on Google News News By Tag Industry News News By Place Country(s) Industry News
Follow on Google News | Harbour Trust promotes team member to vice presidentBy: Harbour Trust “It is with great pleasure that we recognize Brian’s strong leadership and expertise,” said Bob Rose, President, Harbour Trust. “Brian is passionate about his job, especially interacting with existing and potential clients, and his skills and experience allow him to offer the top-quality service we provide at Harbour Trust.” Merrill started his investment career in 1995, spending six years with Horizon Bank and Old National Trust as a Portfolio Manager and Investment Officer, specializing in portfolio management of high net worth and retirement accounts. Brian joined the Harbour Trust family in 2008 as an Investment Officer. Also, in his role as the Chairman of the Investment Committee, Merrill guides a team of trust professionals in developing asset allocation strategy and selecting individual investment assets for the company’s clients. “It’s an honor to be named Vice President,” said Merrill. “After eight years with Harbour Trust, I am looking forward to this new challenge and seeing how much more we can accomplish for the clients we serve.” Brian was born and raised in Muncie, IN, where he received his B.S. degree in Corporate Financial Management from the Ball State University Honors College. He is currently pursuing the completion of the CFA designation. 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 long-term financial goals for each person and their families for whom they work. Photo: Brian Merrill End
Account Email Address Account Phone Number Disclaimer Report Abuse Page Updated Last on: Feb 02, 2016
|
|