Steve Nilles

Gestionnaire de Portefeuille-Actions chez Indiana Trust & Investment Management Co.

Profil

Mr. Stephen J.
Nilles is a Vice President, Director of Client Services & Investment Advisor at Indiana Trust & Investment Management Co. He joined the firm in 1994.
As Director of Client Services, he oversees the investment and administrative functions of Indiana Trust, and as an Investment Advisor, he is responsible for portfolio management and financial planning services for clients.
He also serves as a member of the company’s management team.
Mr. Nilles earned a Bachelor’s Degree in Finance from Indiana University, Bloomington, in 1992, and a Master’s of Business Administration Degree from Indiana University, South Bend, in 1999.
He completed Cannon Trust Investments School in 1999 and has held the designation Accredited Fiduciary Investment Manager (AFIM) since 2007.
In addition, he obtained the Certified Financial Planner (CFP) designation in 2010, and has been a member of the Financial Planning Association since 2005.

Postes actifs de Steve Nilles

Sociétés	Poste	Début
Indiana Trust & Investment Management Co.	Gestionnaire de Portefeuille-Actions	01/01/1994

Formation de Steve Nilles

Indiana University

Undergraduate Degree