BalancedComp
Responsible for the management, supervision, and direction of all trust activities and personnel, including the development of new trust business and the development of investment policies and procedures to promote growth and profitability. Coordinates investment of trust assets and oversees reporting activities. Plans and directs all aspects of an organization’s investment programs. Oversees the research, evaluation, and selection of investment vehicles, and makes decisions to align the investment selections with the organization’s goals.
Updated: 2.19.19