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John E. Klehfoth
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Profilo
Mr. John E.
Klehfoth is Senior Trust Administrator & Senior Trust Advisor at Indiana Trust & Investment Management Co.
Mr. Klehfoth joined Indiana Trust in June of 2008.
Prior to Indiana Trust, he was with JPMorgan Private Client Services as Vice President and Senior Trust Advisor.
During his tenure at JPMorgan He held several positions including Vice President and Personal Trust Administration Manager and Vice President and Senior Investment Manager.
He handled the larger more complex trust, investment management and private foundation relationships.
Mr. Klehfoth graduated from Indiana University in 1972 with a Bachelor of Science Degree in Business Administration.
In 1985 he earned the prestigious CFP designation and in 1994 the CTFA designation.
Precedenti posizioni note di John E. Klehfoth
Società | Posizione | Fine |
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JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Indiana Trust & Investment Management Co.
![]() Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Portfolio Manager-Fixed Income | 10/12/2010 |
Formazione di John E. Klehfoth
Indiana University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
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JPMORGAN CHASE & CO. | Finance |
Aziende private | 1 |
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Indiana Trust & Investment Management Co.
![]() Indiana Trust & Investment Management Co. Investment ManagersFinance Indiana Trust & Investment Management Co. (Indiana Trust) is an independent investment management firm headquartered in Mishawaka, Indiana. The firm was co-founded by Gary Renaud in 1988. Indiana Trust provides wealth management and advisory solutions to individuals and families, business retirement plans, non-profit organizations and foundations. | Finance |
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