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Clayton T. Bill
Gestore di Portafoglio-Azioni presso
Indiana Trust & Investment Management Co.
Profilo
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.
Posizioni attive di Clayton T. Bill
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2010 |
Precedenti posizioni note di Clayton T. Bill
| Società | Posizione | Fine |
|---|---|---|
Global Bank
 Global Bank Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 31/12/2009 |
Formazione di Clayton T. Bill
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
