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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

 Contact

 Organization

 

 

 Jean Wojtowicz, Indianapolis

 Cambridge Capital Management Corp.

 jwojtowicz@cambridgecapitalmgmt.com

 http://www.cambridgecapitalmgmt.com/

 

 

 Curt Rossman, Indianapolis

 Credit Suisse Securities, Indiana Investment Fund

 curt.rossman@credit-sussie.com

 http://www.credit-suisse.com/

 

 

 Tracy Woolsey, Michigan City

 Horizon Bank

 twoolse@accesshorizon.com

 http://www.accesshorizon.com/

 

 

 Paul Freeman, Indianapolis

 Indiana Bankers Association

pfreeman@indianabankers.org

http://www.indianabankers.org/

   

 Jan Carter, Indianapolis

 JP MorganChase

 jan.k.carter@jpmorgan.com

 http://www.chase.com/

 

 

 Doug Dell, Indianapolis

Key Bank

Douglas_dell@keybank.com

 http://www.key.com/

 

 

 Mike Toussant, Indianapolis

 M & I Bank

 michael.toussant@micorp.com

 http://www.micorp.com/

 

 

 Brandt, Indianapolis

 National City Bank

 rich.harcourt@nationalcity.com

 http://www.nationalcity.com/

 

 

 Matt Ayers, Lizton

 State Bank of Lizton

 ayers@statebankoflizton.com

 http://www.statebankoflizton.com/

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