From private banking to capital management to personal trusts and estates, our wealth management experts can work with you and your trusted advisors to custom tailor solutions to your unique set of financial needs.
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 CFA and CAIA Charterholder, and a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Association.
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.
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.
Mr. Robbins excels in quantitative analysis adding his expertise to asset allocation, stock selection, and overall portfolio construction in both private wealth management and institutional relationships. Additionally, he is highly experienced in performing manager due diligence. He is a graduate of Indiana University Kelley School of Business, and the University of Denver Daniels College of Business. He is a CFA Charterholder, a member of the CFA Society of Chicago and CFA Institute, and a member of the Chicago Quantitative Alliance.
Ms. Baker has 35+ years of experience in the financial services industry and serves as Vice President and Senior Financial Planner for Diamond Capital Management. She provides high-quality, financial plans for clients with a focus on policy, procedures and implementation. Ms. Baker has a CFP Designation and more than 10 Securities/FINRA licenses. She earned a bachelor’s degree in economics from the University of Notre Dame.