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Harbour Trust welcomes a new Portfolio Manager to the team
Rezul News/10696728
MICHIGAN CITY, Ind. - Rezul -- Harbour Trust & Investment Management Company is excited to announce the recent addition of Ross Miller to its investment team.
Ross brings an impressive 16 years of experience in investments, wealth management, and asset allocation strategies. He earned his Bachelor of Science in Finance from Drake University and began his career in 2008 in institutional asset management, specializing in investment performance, analytics, and reporting. Ross later transitioned to the East Coast, where he honed his skills in the trust and investment management industry, focusing on high-net-worth portfolios, asset allocation, fund management, and security selection for investment programs.
As a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), Ross's expertise will be a valuable addition to the Harbour Trust team, allowing the firm to further strengthen its capabilities in providing customized financial solutions.
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"We are thrilled to welcome Ross to Harbour Trust," said Stephanie Oberlie, President and Chief Operating Officer. "His extensive background in high-net-worth portfolios and asset management will enhance our investment strategies and help further our mission of delivering exceptional financial services to our clients."
Ross resides in the area with his wife, Jessie, and their dog, Oscar. Outside of work, he enjoys playing hockey, golfing, and officiating youth hockey games. He is also deeply committed to community involvement, building meaningful connections, and contributing to local development.
For more information on Harbour Trust & Investment Management, please call (219) 877.3500 or visit www.harbourtrust.com.
Harbour Trust & Investment Management'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 one billion dollars in assets, Harbour Trust focuses on achieving the long-term financial goals for each client and their families.
Ross brings an impressive 16 years of experience in investments, wealth management, and asset allocation strategies. He earned his Bachelor of Science in Finance from Drake University and began his career in 2008 in institutional asset management, specializing in investment performance, analytics, and reporting. Ross later transitioned to the East Coast, where he honed his skills in the trust and investment management industry, focusing on high-net-worth portfolios, asset allocation, fund management, and security selection for investment programs.
As a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA), Ross's expertise will be a valuable addition to the Harbour Trust team, allowing the firm to further strengthen its capabilities in providing customized financial solutions.
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"We are thrilled to welcome Ross to Harbour Trust," said Stephanie Oberlie, President and Chief Operating Officer. "His extensive background in high-net-worth portfolios and asset management will enhance our investment strategies and help further our mission of delivering exceptional financial services to our clients."
Ross resides in the area with his wife, Jessie, and their dog, Oscar. Outside of work, he enjoys playing hockey, golfing, and officiating youth hockey games. He is also deeply committed to community involvement, building meaningful connections, and contributing to local development.
For more information on Harbour Trust & Investment Management, please call (219) 877.3500 or visit www.harbourtrust.com.
Harbour Trust & Investment Management'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 one billion dollars in assets, Harbour Trust focuses on achieving the long-term financial goals for each client and their families.
Source: Harbour Trust and Investment Management Company
Filed Under: Financial
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