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2016-06-11T00:00:00.000Z

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Wrong Stephanie Oberlie?

Mrs. Stephanie Oberlie K.

Chief Operating Officer and Senior Vice President

Harbour Trust & Investment Management Co

HQ Phone: (219) 879-1575

Harbour Trust & Investment Management Co

1024 N Karwick Rd

Michigan City, Indiana 46360

United States

Company Description

When Harbour Trust was established in 1997; the principles and officers were already able to offer more than 100 years of combined experience in trust and financial services. The Chairman of Harbour Trust is Leon Dargis, whose 40 years in estate, inves... more

Find other employees at this company (15)

Background Information

Employment History

Trust Officer
Horizon Bank

Affiliations

Board Member
The Chamber

Junior Achievement Advisory Board Member, Trustee
Marquette High School

Member
LaPorte County Parks

Board Member
Michigan City Community Enrichment Corporation

Board of Directors and the Michigan City Salvation Army Advisory Board
Michigan City Area Chamber of Commerce

Board Member
Duneland Health Council

Professional Advisor
Unity Foundation of LaPorte County , Inc.

Board Member
ACCESS LAPORTE COUNTY

Education



Ball State University

Web References (34 Total References)


Michigan City Area Chamber

mcachamber.com [cached]

Stephanie Oberlie - Harbour Trust & Investment Management Co.


Management Profile | Harbour Trust

www.harbourtrust.com [cached]

Stephanie K. Oberlie - Chief Operating Officer Upon graduating from Ball State University in 1994, Stephanie began her career as a Personal Trust officer managing estates, trusts, investment accounts, retirement portfolios and non profit accounts. She studied for three years to earn her Certified Trust and Financial Advisor designation from Cannon Financial Institute. Each year it is her responsibility to maintain her certification by obtaining continuing education credits which furthers her knowledge in the areas of trust and estate planning, investment management, and tax planning. Today she is the director of the Trust and Estate division of Harbour Trust Company. Stephanie was born and raised in Michigan City and currently serves on several not-for-profit boards. As a young child her family instilled in her the importance of giving back to your community, as a result, this has become the cornerstone of her values. She is currently a board member of Michigan City Community Enrichment Corporation (MCCEC), Junior Achievement Advisory Board member, trustee for the Marquette High School Board of Limited Jurisdiction, and a member of the LaPorte County Unity Foundation Gold Key Society. She is also a past recipient of the Athena Award. Stephanie and her husband, George Adams, currently reside in Porter County.

...
In addition to assisting a number of administrators in servicing their client's needs, her primary focus is in support of Senior Vice President, Stephanie K. Oberlie with Trust & Estates and in preparing financial board reports for corporate clients.


Stephanie K. Oberlie • Chief ...

www.harbourtrust.com [cached]

Stephanie K. Oberlie • Chief Operating Officer

"Watching client relationships develop into a trusted partnership is truly rewarding. With this trust comes responsibility, and I'm proud to see our team's commitment to delivering the highest level of service, reassuring our clients that their trust was well placed."
Upon graduating from Ball State University in 1994, Stephanie began her career as a Personal Trust officer managing estates, trusts, investment accounts, retirement portfolios and non-profit accounts. Stephanie is quite accomplished, earning a Certified Trust and Financial Advisor designation from Cannon Financial Institute that she maintains through continuing education credits in the areas of trust and estate planning, investment management, and tax planning. Today, she is director of the Trust and Estate division of Harbour Trust.
Stephanie was born and raised in Michigan City and currently serves on several not-for-profit boards. As a young child her family instilled in her the importance of giving back to your community, as a result, this has become the cornerstone of her values. She is currently a board member of Michigan City Community Enrichment Corporation (MCCEC), Junior Achievement Advisory Board member, trustee for the Marquette High School Board of Limited Jurisdiction, and a member of the LaPorte County Unity Foundation Gold Key Society. She is also a past recipient of the Athena Award. Stephanie and her husband, George Adams, currently reside in Porter County.


Our clients will be in excellent ...

www.harbourtrust.com [cached]

Our clients will be in excellent hands," said Stephanie Oberlie, Chief Operating Officer at Harbour Trust.


Michigan City Area Chamber

mcachamber.com [cached]

Chamber Board Members Stephanie Oberlie (Harbour Trust) & Clarence Hulse (Economic Dev. Corp. of MC).

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Chamber Board Members Stephanie Oberlie (Harbour Trust) & Clarence Hulse (Economic Dev.

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