Cheron L. Merten, CTFA™, CFIRS™
Vice President, Director of Compliance, Management Team Member
Indiana Trust Wealth Management
Indiana Trust Wealth Management is proud to announce that Cheron L. Merten, CTFA™, CFIRS™, has been named to the 2024 Michiana Forty Under 40 class, recognizing her as one of the area's most influential up-and-coming professionals under 40 years old. This prestigious accolade highlights exceptional individuals who not only excel in their professional fields but also strive to make significant contributions to the Michiana community.
"Cheron is an excellent example of the leadership and commitment we value," states David R. Kibbe, JD, President & CEO of Indiana Trust Wealth Management. “Outside of her duties and contributions as Vice President, Director of Compliance at Indiana Trust, Cheron is a Board Member of the St. Vincent DePaul Society of South Bend and the South Bend Symphony Orchestra. She is also an officer of South Bend Junior League and an Assistant Coach of her daughter’s hockey team. We are incredibly proud of her recognition as a member of this year's Michiana Forty Under 40 class!"
Ms. Merten joined Indiana Trust Wealth Management in February of 2022 as Director of Compliance, where she is responsible for overseeing the general compliance efforts for client accounts and providing support in an advisory role to Wealth Advisors, Investment Advisors, and Operations staff regarding day-to-day compliance issues. She also provides support for the company’s Board of Directors and senior management in this regard.
Cheron received both her bachelor’s and master’s degrees from the University of Notre Dame in 2007 and 2012, respectively, holds a Certified Trust and Fiduciary Advisor™ certification through the American Bankers Association, and obtained the Certified Fiduciary and Investment Risk Specialist™ (CFIRS™) designation from Cannon Financial Institute.
Indiana Trust Wealth Management wishes to congratulate each of this year's Michiana Forty Under 40 honorees for their ongoing contributions to the vibrancy and success of our community at-large. The 2024 class will be honored at a public luncheon on May 17, 2024, at the Gillespie Center.
The 2024 Michiana Forty Under 40 class: https://www.sbrchamber.com/news/2024/04/09/not-published/2024-michiana-forty-under-40-class-revealed/
About Indiana Trust Wealth Management
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 more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves.
With highly personalized service and 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.
When you're ready to take the next step, talk with Indiana Trust.
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IMPORTANT DISCLOSURES: All info contained herein is solely for general informational purposes. It does not take into account all the circumstances of each investor and is not to be construed as legal, accounting, investment, or other professional advice. The author(s) and publisher, accordingly, assume no liability whatsoever in connection with the use of this material or action taken in reliance thereon. All reasonable efforts have been made to ensure this material is correct at the time of publication. Copyright Indiana Trust Wealth Management 2024.