As Portfolio Manager, Steve Appel assists in the development of your personal investment policy guidelines. Steve makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationIndiana University, Bloomington, IN
BA History 1971
Indiana University, Bloomington, IN
Professional Experience & Areas of FocusSteve is Vice President and Senior Porfolio Manager with responsibility for investment management for institutional trust services clients. Steve joined Fifth Third in 1980 after practicing law for seven years in private practice and two years with a local law firm. Steve continues to be active in the business community, as he provides retirement counseling for the employees of several local industries. Steve is also a locally popular speaker on historical topics.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)