Jon-Michael joined Indiana Trust Company as an Investment Analyst in 2014. He supports the investment officers in the processes of investment research, asset allocation review and portfolio rebalancing.
Prior to joining Indiana Trust Company, he gained financial industry experience working as a fund accountant for a global bank and as a premium services representative for a brokerage firm servicing high net worth individuals. Jon-Michael received his Bachelor’s Degree from Miami University in 2007 with a finance concentration and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2016.
Jon-Michael also currently sits on the board of directors for the Economic Club of Michiana and is an active participant in the St. Joseph County Chamber of Commerce affiliate, the Young Professionals Network.
Experience our personalized and individual attention »