Brian Merrill Email and Phone Number
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Brian Merrill personal email
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Responsible for guiding a team of trust professionals in making asset allocation strategy and individual asset selections for the company.Specialties: Portfolio Management, Equity Research, Fixed Income Research
Harbour Trust Company
View- Website:
- harbourtrust.com
- Employees:
- 32
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Vice President And Chief Investment OfficerHarbour Trust CompanyMichigan City, In, Us
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Vice President & Chief Investment OfficerHarbour Trust Company Jan 2016 - PresentMichigan City, In
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Chief Investment OfficerHarbour Trust Company Sep 2008 - PresentLead investment committee which develops investment policy and strategy for individual asset equity and fixed income portfolios. Co-manage performance sensitive portfolios. Analyze equities for inclusion in HTC recommended lists. Purchase most fixed income securities for company.
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Financial Service SalesSelf-Employed Nov 2001 - Sep 2008Insurance, Mortgage, and Investment products -
Portfolio Manager/Investment OfficerOld National Bank Sep 1997 - Sep 2000Managed $500MM Personal Trust and Employee Benefit portfolios,Analyzed and presented recommendations on equities, fixed income, and mutual fundsPresented to clients, boards of directors, 401K participant groups, and seminar attendeesMonitored and reported portfolio performance -
Investment OfficerHorizon Bank Jun 1995 - Sep 1997Headed trading of equities, fixed income, and mutual funds for the trust departmentAnalyzed and maintained approved lists for equities and mutual fundsManaged select portfolios and assisted trust officers with portfolio managementPrepared client presentations with risk-based model portfolios
Brian Merrill Skills
Brian Merrill Education Details
Frequently Asked Questions about Brian Merrill
What company does Brian Merrill work for?
Brian Merrill works for Harbour Trust Company
What is Brian Merrill's role at the current company?
Brian Merrill's current role is Vice President and Chief Investment Officer.
What is Brian Merrill's email address?
Brian Merrill's email address is bm****@****hoo.com
What is Brian Merrill's direct phone number?
Brian Merrill's direct phone number is +121922*****
What schools did Brian Merrill attend?
Brian Merrill attended Ball State University - Miller College Of Business.
What skills is Brian Merrill known for?
Brian Merrill has skills like Portfolio Management, Mutual Funds, Investments, Fixed Income, Asset Allocation, Equity Research, Trading, Asset Management.
Who are Brian Merrill's colleagues?
Brian Merrill's colleagues are Kim Patterson, Baba Baba, Susan Kelly, Julie A. Corbett, Stephanie Oberlie, Lori Howard, Ryan Belt.
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Brian Merrill
Energized Operational Leader Focused On Process Improvements And Data Driven Results To Deliver Exceptional Customer ServiceTamiment, Pa2prudential.com, prudential.com2 +186081XXXXX
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Brian Merrill
Harwich Port, Ma6famapr.com, famapr.com, metropolitanbrokers.com, famapr.com, famapr.com, crowdstrike.com2 +161798XXXXX
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Brian Merrill
Information Technology Consulting | Project Management | Operations ManagementSan Diego, Ca4gmail.com, tjsl.edu, sigcorp.com, hme.com8 +161997XXXXX
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