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Clayton T. Bill
Gestionnaire de Portefeuille-Actions chez
Indiana Trust & Investment Management Co.
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.
Postes actifs de Clayton T. Bill
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2010 |
Anciens postes connus de Clayton T. Bill
| Sociétés | Poste | Fin |
|---|---|---|
Global Bank
 Global Bank Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 31/12/2009 |
Formation de Clayton T. Bill
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
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