Clayton T. Bill

Portföljförvaltare-Aktier på

Indiana Trust & Investment Management Co.

Consumer Services

Finance

Profil

Mr. Clayton T.
Bill, CFA MBA, is a Vice President, Director of Investment Advisory Services & Management Team Member at Indiana Trust & Investment Management Co. He joined the firm in 2010.
As the Director of Investment Advisory Services, he leads Indiana Trust’s investments and financial advisory team.
He also has responsibility for client relationships, providing portfolio management and holistic financial planning advice.
Prior to joining Indiana Trust, Mr. Bill worked in Chicago and in London as Vice President in the treasury management division of a global bank.
He received his Bachelor’s Degree from Michigan State University in 1995 and a Master of Business Administration from the University of Notre Dame in 2010.
In addition, he holds the Chartered Financial Analyst designation.

Aktiva positioner av Clayton T. Bill

Företag	Position	Start
Indiana Trust & Investment Management Co. Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust creates a holistic wealth management strategy, based on an identified risk tolerance. The firm’s holistic, comprehensive investment process begins with a consultation, to define the purpose for client portfolio and identify objectives. Next, they develop a personalized investment strategy, recommending an asset allocation consistent with their risk/reward profile. Indiana Trust then implements client’s strategy using their multi-level diversification approach. Going forward, they re-evaluate and review client portfolio over time, rebalancing assets to remain focused on the client’s objectives.	Portföljförvaltare-Aktier	2010-01-01

Alla aktiva positioner av Clayton T. Bill

Tidigare kända positioner av Clayton T. Bill

Företag	Position	Slut
Global Bank Global Bank Regional BanksFinance Operates as a state chartered commercial bank	Företagsledare/Principal	2009-12-31

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Kopplade företag

Privata företag	4
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Indiana Trust & Investment Management Co. Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust creates a holistic wealth management strategy, based on an identified risk tolerance. The firm’s holistic, comprehensive investment process begins with a consultation, to define the purpose for client portfolio and identify objectives. Next, they develop a personalized investment strategy, recommending an asset allocation consistent with their risk/reward profile. Indiana Trust then implements client’s strategy using their multi-level diversification approach. Going forward, they re-evaluate and review client portfolio over time, rebalancing assets to remain focused on the client’s objectives.	Finance
Global Bank Global Bank Regional BanksFinance Operates as a state chartered commercial bank	Finance
Michigan State University Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services