Asset Management
Biographies
Macatawa Asset Management employs a group of experienced financial professionals to manage client assets. They provide written quarterly reports and host client/advisor meetings to review past performance and discuss potential changes in the client’s objectives.
The Asset Management Team
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Duane J. Carpenter, CFP®, Portfolio Manager, has over nineteen years of financial management experience, with direct responsibility for the management of assets including bank investment portfolios, personal and corporate trust accounts, pooled funds, cash management accounts, pension and profit sharing plans, and publicly traded mutual funds. Duane has extensive knowledge in the areas of taxable and tax exempt fixed income management, portfolio analysis, asset allocation, and investment strategy. Duane holds a Bachelor’s degree in Business Administration from Hope College, along with the professional designation of Certified Financial Planner.
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Nancy Iannelli, Portfolio Manager, has over fifteen years of brokerage and banking experience in portfolio management. She has been at Macatawa Bank since 2002 working closely with personal trust, employee benefit and individual retirement account relationships. She actively volunteers in the Forest Hills school district and with Junior Achievement. Nancy holds a Bachelor’s degree from Kalamazoo College.
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