Steve Nilles

Steve Nilles

Portfolio Manager-Equities en Indiana Trust & Investment Management Co. .

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Consumer Services

Perfil

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.

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Portfolio Manager-Equities 01/01/1994
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Formación de Steve Nilles.

Indiana University Undergraduate Degree

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