For investors such as pension funds and nonprofits with substantial funds to invest, our managers can tailor a portfolio of quality investments to your specific needs that seek superior risk-adjusted returns.
With over 20 years’ experience in the financial industry, Mr. Franklin, as Chief Investment Officer, coordinates the investment philosophy, strategy, tactics, and implementations employed by the Bank in managing approximately $2 billion in assets within Diamond Capital Management. Additionally, he serves as a Portfolio Manager for clients. Mr. Franklin received a Bachelor of Science in Mathematics from the University of Evansville and is a member of the CFA Institute, the CFA Society of Indianapolis, and the CMT Association.
Bringing over 20 years of research, compliance, and portfolio management experience to wealth management, Mr. Nyce provides excellent service to clients while managing investment portfolios for high-net-worth individuals and institutions. He is a member of the Investment Committee assisting with investment and economic research, including individual equities, fixed income, mutual funds, and asset allocation. He graduated from Taylor University and is a Chartered Financial Analyst (CFA) charterholder.
With over 30 years of experience. Mr. Musser’s primary responsibilities include management of trust, agency, and retirement investment portfolios for individuals and families. He is a graduate of the Kelley School of Business at Indiana University where he earned the degrees of Bachelor of Science in Finance, and Master of Business Administration with a concentration in investment portfolio management. Mr. Musser is a graduate of the ABA National Trust School at Northwestern University and of the Cannon Trust School.
With more than 30 years of banking experience, Ms. Patterson is responsible for the administration of personal and institutional investment management clients. Focusing on specialized service needs for professionals, businesses, and nonprofit organizations, she works closely with the Portfolio Managers as part of the Diamond Capital Management investment team. Ms. Patterson earned her Bachelor of Arts Degree from Indiana Wesleyan University.
Ms. Timm has over 10 years of experience in the retirement services industry. She is responsible for the administration of personal investment management clients. She works with portfolio managers, ensuring that Individual Retirement Accounts are maintained in accordance with strict IRS regulations. Ms. Timm holds a Bachelor’s degree from the University of Indianapolis, is certified in Pension Administration through The American Society of Pension Professionals and Actuaries, and is a Certified IRA Services Provider through The American Bankers Association.
Ms. Walker has 30 + years of experience in the trust and investment industry and serves as Manager of Investment Administration within Diamond Capital Management. She oversees the administration of investment accounts, ensuring that all accounts receive best practices of consistent services and that IRA’s follow IRS rules and guidelines. Previously, Ms. Walker held both Series 6 and 63 licenses as accredited by the National Association of Securities Dealers(NASD). She earned her Bachelor of Science degree from Indiana University.
Ms. Ambrose has over 15 years of experience with employer-sponsored retirement plans and currently serves as the Manager of the Retirement Plan Services division. She is responsible for the administration, management, fiduciary oversight, and compliance of various types of retirement plans. She maintains a Certified Retirement Services Professional (CRSP) from the American Bankers Association, a Certified Retirement Plan Professional® (CRPP™) designation from Cannon Financial Institute, and an Accredited Investment Fiduciary (AIF ®) Designation from Fi360.
Ms. Duncan assists clients with designing and administrating 401(k) plans, 403(b) plans and Rabbi trusts while ensuring that the plans remain compliant with IRS and DOL regulations, ERISA, and that government forms are filed on time. Ms. Duncan has a B.S. degree in Mathematics with a minor in Business Administration from Butler University. She is a Qualified 401(k) Administrator (QKA), achieving the credential through the American Society of Pension Professionals & Actuaries (ASPPA).