Brian was born and raised in Muncie, IN, where he received a BS in Finance from the Ball State University Honors College. He started his investment career in 1995 as a Portfolio Manager and Investment Officer, specializing in portfolio management of high-net-worth and retirement portfolios. Brian joined Harbour Trust in 2008 as an Investment Officer, was promoted to Chief Investment Officer in 2013, and Senior Vice President in 2018. He manages the firm’s Investment Division, specializing in the management of high net worth, retirement, and institutional portfolios. Brian serves as Chairman of the Investment Committee, overseeing asset allocation strategy and individual asset selections for the firm. He also serves as the Company Information Security Officer and engages in strategic planning for the firm. Brian passed the CFA level I examination in 1998. He serves as president of the Board of the Michigan City Community Scholarship Fund. Brian, his wife Jennifer, and their 2 daughters reside in Michigan City.

“One of my greatest joys is leading a team of trust and investment professionals, who strive to provide exceptional service and solutions that help our clients achieve their personal financial goals. Wealth management goals are very specific to each client. That is why we take the time to tailor each of our client’s portfolios to their individual needs.”

Paul joined Harbour Trust in 2022 as a Senior Portfolio Manager. Paul manages individual asset investment portfolios for a wide range of family, corporation and not-for-profit accounts. As a member of the Investment Division, he develops broad asset allocation strategy determined by economic and market conditions. He is an integral part of the firm's Asset Selection Committee and focuses on the research and selection of individual assets to be included in client portfolios. Paul has extensive experience across all asset classes and has frequently been asked to contribute his views to CNBC, Bloomberg, Barron’s and other financial media outlets.

Paul graduated from the University of Cincinnati’s Lindner School of Business and is a CFA charter holder. Prior to joining Harbour Trust, he worked as an Analyst, Portfolio Manager and Fund Manager. Paul enjoys hiking, cycling and golf in his spare time.

Jack grew up in Long Beach. He went on to play baseball in college at both Kalamazoo Valley Community College and Chicago State University. He graduated in 2012 with a Bachelor's Degree in Sports Management. After college, Jack pursued his dream of playing professional baseball for the Trois-Rivieres Aigles in the Can-Am Independent League.

Jack joined Harbour Trust in 2016 as a part of the Investment Department. He became a CFP® professional in September of 2020 and oversees financial planning for the company's clients. When he is not working, Jack enjoys playing golf, going to the beach, and spending time with friends and family. He is the Vice President of the Marquette High School Board of Directors where he attended high school. He loves living and working in Michigan City with his wife Stacy and they look forward to a future in the place they have always called home.