Protect, grow and manage your assets for the people and organizations about which you care the most. Our Investment and Personal Trusts & Estates specialist will provide you with professional guidance and expertise.
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.
With several years of financial investment experience, Mr. Khosrofian excels at managing client investment portfolios. Specifically, he is a leader within Diamond Capital Management for fixed income asset management and skilled in monitoring accounts for overall risk management. He is a graduate of Montgomery College, Tulane University, and Indiana University’s Kelley School of Business. He is a member of the CFA Institute and the CFA Society of Indianapolis and is a CFA Charterholder.
Mr. Mantock has more than 25 years of experience in the investment and trust industry, and is responsible for managing fixed income and equity portfolios. He received a Bachelor of Science degree in Marketing and a Master of Business Administration from Ball State University. He holds the right to use the Chartered Financial Analyst designation, and is a member of the CFA Institute. Mr. Mantock has taught Economics as an adjunct professor at Ball State University.
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. Oliver is responsible for managing assets in the Emerging Investors department of the Bank and supervises a team that provides investment management services to clients. She received her Associates Degree in Business Administration from the University of Indianapolis and was designated a Certified Retirement Counselor® (CRC®) by the International Foundation for Retirement Education. She is also recognized by the American Bankers Association as a Certified Retirement Services Professional (CRSP).
Mr. Newell develops new client relationships through consultation and fosters his existing client relationships through ongoing portfolio management. His efforts focus on identifying and serving client needs while educating them about their investment portfolio. He earned a Bachelor of Arts B.A. in English Literature from Indiana University and is a Certified IRA Services Provider (CISP) from the Institute of Certified Bankers.
As Manager of the Wealth Management Division, Mr. Tirmenstein provides leadership to managers and staff of Diamond Capital Management; Emerging Investor Market; Personal Trusts; Trust Legal, Tax and Estates; Retirement Plan Services; and Operations Departments.
Mr. Tirmenstein has provided over 35 years of service in the areas of trust and estate administration and investment management. He received a Bachelor of Science degree from Purdue University, Krannert School of Management, and is an active member of the Estate Planning Council of Indianapolis
Ms. McIntire is the Senior Fiduciary Officer and manages the Trust Legal, Tax and Estates department of the Wealth Management Division, which provides legal counsel to the Division, prepares tax reporting for client accounts, and performs professional estate administration.
Ms. McIntire has over 30 years of experience in estate planning, estate administration, and taxation. She received a Bachelor of Science degree in Accounting from Ball State University and a Juris Doctorate degree from the Indiana University Robert H. McKinney School of Law.
As Manager, Mr. Senninger provides leadership to trust officers and staff. He is a Certified Trust and Financial Advisor (CTFA) with experience in fiduciary administration and operations.
He received a Bachelor of Science degree in business studies from the University of Evansville, an Associate of Applied Science in banking and finance from Vincennes University, certification in Personal Trust Administration from Cannon Financial Institute. He is a member of Charitable Gift Planners Indiana, and the Estate Planning Council of Indianapolis.
As Vice President and Senior Operating Officer of the Wealth Management Division, Mr. Thomason provides oversight of Risk Management, Compliance, Fraud Avoidance Controls, Audits, Procedure Development/Implementation, and Project Management Services. Ensuring our clients receive the highest level of professional wealth management expertise and personal service is his top priority. Mr. Thomason earned a B.S. degree in Public Policy from the School of Public & Environmental Affairs at Indiana University.
Ms. Berg is responsible for addressing legal matters related to Wealth Management division accounts and serving as a general legal resource. She has expertise in estate planning, estate, trust and guardianship administration, and related litigation.
Ms. Berg received a Bachelor of Arts degree from Saint Mary’s College, and a Juris Doctorate degree from Notre Dame Law School. She is a member of the Indiana State Bar Association, the Indianapolis Bar Association, and the Estate Planning Council of Indianapolis.
Ms. Britton Blanck is responsible for the administration for each assigned personal trust account, and also serves as Secretary of the Wealth Management Committee for the Bank. She earned her B.A. Degree from Olivet Nazarene University, a Certified Trust and Financial Advisor accreditation from the Institute of Certified Bankers, and is a graduate of the Trust & Graduate Trust School, American Bankers Association. Ms. Britton Blanck is a member of the Estate Planning Council of Indianapolis.
As an Estate Officer, Ms. Judd provides professional estate settlement services where the Bank is serving as personal representative or trustee. She earned a Bachelor of Arts degree in History from Purdue University and a Juris Doctor degree from Indiana University Maurer School of Law. Ms. Judd is a member of the Indianapolis Bar Association, the Indiana State Bar Association, the Estate Planning Council of Indianapolis, and the Conner Prairie Horizon Council.
Ms. Landy’s primary responsibility is managing revocable, irrevocable, and special needs trusts. She meets regularly with her clients, the Portfolio Management team, and trust and legal advisors to provide sound trust administration, investment management, and personalized service. Ms. Landy earned a Bachelor of Arts degree from Purdue University, Indianapolis. She has completed four parts of the Certified Trust and Financial Advisor designation and is a former FINRA Registered Representative/Series 6 and 63. Ms. Landy is also a member of the Estate Planning Council of Indianapolis.
Ms. Lenahan is responsible for providing clients and trust beneficiaries with professional trust and wealth management services. In this role, she meets with clients, portfolio managers, tax advisors and legal counsel to facilitate account administration. She earned a B.S. degree from Indiana University, is a graduate of ABA National Trust School and Cannon Financial Institute Trust Tax School and passed level 1 of the Chartered Financial Analyst Exam. She is a member of the Estate Planning Council of Indianapolis.
Ms. Ulrey’s primary responsibility is personal trust administration with specialization in Directed Trusts and Irrevocable Life Insurance Trusts. Ms. Ulrey received a Bachelor of Liberal Studies degree with a business minor, cum laude, an Associate of Science degree in Banking and Finance from the University of Indianapolis, and is a graduate of the National and Graduate Trust Schools, Midwest Trust School.
Ms. Ulrey is a member of the Estate Planning Council of Indianapolis.
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.