HERB MCPHERSON President and Chief Executive Officer
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Herb has more than 33 years of experience in the banking, trust and financial services industries. He held executive positions with major financial institutions prior to forming Investors Independent Trust Company in 1996. Herb received his B.S. in Business Administration from the University of Illinois and his M.B.A. from Pepperdine University. He also completed the Canon Trust School. He is president of the Association of Colorado Trust Companies and is a past president of the Boulder County Estate Planning Council. Herb also served as president of the Association of Independent Trust Companies, a national trade group representing trust companies throughout the country with more than $48 billion in assets under management.
MICHAEL "MICK" KINGSTONSenior Vice President and Chief Investment Officer
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Mick is responsible for overall investment policy, asset allocation, and strategy for our trust and investment management relationships. With 33 years of experience in the investment industry, Mick works directly with our clients and administrative officers to implement optimal investment policies and strategies that are compatible with their expectations for risk and return. From 1993 to 2000, Mick was Senior Vice President and Manager for the portfolio management group at Norwest Investment Management & Trust — Colorado (now Wells Fargo Private Client Services), accountable for the direction and prudent investment management of approximately $2.5 billion in discretionary client assets. His most recent capacity prior to joining Investors Trust was Vice President and Regional Marketing Director for the Portfolio Management Group at Salomon Smith Barney, Inc. He received a B.A. in Economics from the University of Nebraska.
MIKE LAMMERS Senior Vice President and Chief Trust Officer
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Mike possesses excellent leadership and team building skills to ensure client satisfaction. He has over 30 years of experience in the financial services industry serving as department manager and trust account administrator. Additionally, Mike has presented extensively as a guest speaker to civic and professional organizations on trust and estate planning and will continue to do so in his role as Chief Trust Officer. From 1988-1996, Mike was Vice President and Trust Officer at Ameritrust/Society Bank in Kokomo, Indiana. From 1996-2002, he served as Vice President and Senior Trust Officer at Southern Michigan Bank & Trust in Coldwater. Mike is a graduate of Indiana State University where he majored in finance and management, a graduate of the National Trust School and the National Graduate Trust School at Northwestern University. Mike was awarded the designation of Certified Financial Services Counselor (C.F.S.C.) for graduating in the top 20 percent of his class.
MARK IVERSON Vice President and Trust Officer
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Mark has extensive experience, broad product knowledge and strong technical expertise in managing and developing trust relationships. He has over 32 years of trust experience. Mark was Trust Officer at First-Knox National Bank in Mount Vernon, Ohio from 1993-1998, and was Assistant Vice President and Trust Administrator at Associated Trust Company in Milwaukee from 1998-2002. Mark is a graduate of Arizona State University with a B.A. in Business Education. Mark graduated from the Cannon Financial Institute Trust School and the National Graduate Trust School, further earning a Certified Financial Services Counselor designation (C.F.S.C.) for graduating in the top twenty percent of his class. He has earned his Certified Trust and Financial Advisor (C.T.F.A.) through the Institute of Certified Bankers. Mark has also graduated from the Graduate School of Bank Management through the Consumer Bankers Association.
JAN SMITH Vice President and Trust Officer
Email: jan@iitc.com
Jan has over 28 years of experience in the areas of Personal and Institutional Trust Administration, Trust Operations and Trust Investments. Her strong customer service skills along with her analytical and problem solving abilities enhances the relationships with the clients. Jan formerly managed the Trust Department for Valley Bank & Trust and was a Trust Officer with UMB Bank for 15 years. She received her B.S. degree from Southern Nazarene University and graduated from the ABA National Trust School and ABA Graduate Trust School.
