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Indiana Treasurer of State

Treasurer > Indiana's ESOP Initiative (IEI) > ESOP Toolbox > Partners Partners

In the course of creating the IEI, we developed professional relationships with several financial  institutions and organizations that are willingly to be a “partner” in an ESOP transaction. If your company needs a partner as it considers the ESOP  alternative, you may want to consider the institutions* and organizations* listed below





 Jean Wojtowicz, Indianapolis

 Cambridge Capital Management Corp.



 Curt Rossman, Indianapolis

 Credit Suisse Securities, Indiana Investment Fund



 Tracy Woolsey, Michigan City

 Horizon Bank



 Paul Freeman, Indianapolis

 Indiana Bankers Association


 Jan Carter, Indianapolis

 JP MorganChase



 Doug Dell, Indianapolis

Key Bank



 Mike Toussant, Indianapolis

 M & I Bank



 Brandt, Indianapolis

 National City Bank



 Matt Ayers, Lizton

 State Bank of Lizton

* The IEI provides this information for informational purposes only.  Other vendors also serve the market. No endorsement of any organization is implicit or implied.