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Harbour Trust promotes team member to Vice President

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MICHIGAN CITY, Ind. — Harbour Trust & Investment Management Company is pleased to announce Brian Merrill has been promoted to the Senior Management Team and named Vice President of the company. Merrill has been a key member of the Harbour Trust team for over eight years.

 “It is with great pleasure that we recognize Brian’s strong leadership and expertise,” said Bob Rose, President, Harbour Trust. “Brian is passionate about his job, especially interacting with existing and potential clients, and his skills and experience allow him to offer the top-quality service we provide at Harbour Trust.” 

Merrill started his investment career in 1995, spending six years with Horizon Bank and Old National Trust as a Portfolio Manager and Investment Officer, specializing in portfolio management of high net worth and retirement accounts. Brian joined the Harbour Trust family in 2008 as an Investment Officer. Also, in his role as the Chairman of the Investment Committee, Merrill guides a team of trust professionals in developing asset allocation strategy and selecting individual investment assets for the company’s clients. 

“It’s an honor to be named Vice President,” said Merrill. “After eight years with Harbour Trust, I am looking forward to this new challenge and seeing how much more we can accomplish for the clients we serve.”

Brian was born and raised in Muncie, IN, where he received his B.S. degree in Corporate Financial Management from the Ball State University Honors College. He is currently pursuing the completion of the CFA designation.

For more information on Harbour Trust & Investment Management Company, please call (219) 877.3500 or visit www.harbourtrust.com.

Harbour Trust & Investment Management Company’s trained and educated professionals guide its clients through difficult financial markets with the knowledge to create solid investment plans designed to meet specific financial goals. Currently managing more than half a billion dollars in assets, Harbour Trust & Investment Management Company focuses on achieving long-term financial goals for each person and their families for whom they work.   

 

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As a small nonprofit, we are proud to work with Harbour Trust. They not only manage our investments wisely, but also exhibit great dedication to our region. The Harbour Trust team believes in working together as a community to improve our quality of life.

— Save The Dunes Conservation Fund - Northwest Indiana Not For Profit

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1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
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