Investment Team

The Investment Portfolio Managers are responsible for researching and selecting the investments that the portfolios are comprised of.  They work alongside our Advisors in ensuring your portfolio stays within the limits of your risk tolerance, investment objective, and that it continually works toward your financial goals.

Image

Brian C. Merrill 
Senior Vice President & Chief Investment Officer 
29 Years in the Financial Service Industry

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.”
Image

Jack Bobillo, CFP® 
Portfolio Manager 
8 Years in the Financial Service Industry

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.

Image

Ryan Belt 
Investment Securities Trader 
2 Years in the Financial Service Industry

Ryan was born and raised in Waukesha, WI. Ryan went to the University of Wisconsin-Whitewater, where he received his BBA in Finance with an emphasis on investments. At UWW, he was a part of the school’s Capital Markets Club and the Applied Investments Program and was an Equity Analyst for the school’s Student Managed Investment Fund (SMIF). In this program, Ryan gained experience using Investment research tools like Bloomberg and FactSet and performing in-depth analyses on individual equity securities. Upon graduating from school, he moved to Michigan City and started his career at Harbour Trust in the Investment department as an Investment Securities Trader. Ryan is also furthering his education within the Investment Industry as he is a Chartered Financial Analyst (CFA) program candidate.

Ryan enjoys exercising, playing sports, and spending time with friends and family outside of work.
Reach Out

Ready to chat about how we can help you?

Latest News

  • 1
  • 2
  • 3
  • 4

Security

As an independent Trust Company we have been granted a charter of operation from the Indiana Department of Financial Institutions...

Read more

Our Location

1024 N Karwick Road
Michigan City, Indiana 46360
Business: 219.877.3500
Toll Free: 888.649.8969
Contact Us