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2023 Board of Finance Investments Report
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2023 Board of Finance Investments Report
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1/22/2024 11:10:34 AM
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1/22/2024 11:08:38 AM
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City Council - City Clerk
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ExperienceThe 1st Source Bank Wealth Advisory Services team includes57 professionals and 37 support specialists, with over 1,700 years of combined industry experience and an average of 19 years of experience per team member.8 MBA degrees11 JD degrees5 employees with the designation of CFA®(Chartered Financial Analyst®)2 CPAs (Certified Public Accountant)7 CFP®(CERTIFIEDFINANCIALPLANNER®) designations1 CSOP (Certified Securities Operations Professionals)2 CISPs (Certified IRA Services Professionals)7 CTFAs (Certified Trust and Fiduciary Advisor)Our Wealth Advisory Services team of professionals is here to serve our clients.Page 1 of 12
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