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Steve Nilles
Portfolio Manager-Equities at
Indiana Trust & Investment Management Co.
Profile
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.
Steve Nilles active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/12/1993 |
Training of Steve Nilles
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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