David Kibbe

President & CEO Indiana Trust Wealth Management

Role: President & CEO at Indiana Trust Wealth Management
Location: Mishawaka, IN, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

President & CEO
Indiana Trust Wealth Management
Apr 2017 — Present · Mishawaka, IN, US

Education

University of Notre Dame - Mendoza College of Business
Certificate in Executive Management
2017 — 2018
Hillsdale College
B.A., Accounting, English
1979 — 1983
Washington University in St. Louis School of Law
Doctor of Law (J.D.)
1987 — 1990
Indiana University–Purdue University Indianapolis
M.A., Philanthropic Studies Candidate

Skills

Financial Planning
Probate Law
High Net Worth Individuals
Retirement Planning
Tax Law
Philanthropy
Estate Planning
Community Development
Trust Management
Investments
Wealth Management
Trusts

Contact information

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Work email
•••••@indtrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Indiana Trust Wealth Management

Financial Services · 47 employees · Founded 1988 · Mishawaka, Indiana, United States

Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do.#SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you\'re ready to take the next step, talk with Indiana Trust.

indtrust.com

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Experience

President & CEO

Education

University of Notre Dame - Mendoza College of Business

Hillsdale College

Washington University in St. Louis School of Law

Indiana University–Purdue University Indianapolis

Skills

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