Lavone Whitmer, CFA

Vice President & Investment Officer

Lavone began her career in 1992 with Conseco Capital Management (now 40/86 Advisors, Inc. ) before moving to the Federal Home Loan Bank of Indianapolis. When she shifted focus into the Bank and Trust arena, she worked with Indiana Trust Company and Old National Wealth Management, where she was the Regional Director of Investments and Portfolio Management. She has been managing high net worth individual and institutional investment assets for nearly 30 years, with over 15 years in the trust and wealth management industry in Indiana.


Lavone received her B.S. in Finance and Economics from Ball State University, graduating summa cum laude from the honors college. She holds the prestigious Chartered Financial Analyst (CFA® professional designation, conferred by the CFA Institute. Lavone strongly supports giving back to her profession and the community. She has served as a member, board member and officer of the CFA Society® of Indianapolis and has held numerous volunteer positions at CFA Institute within the curriculum and examination development division over the past 24 years. She has been an active member and board member of Altrusa and the Altrusa Foundation of Muncie and a volunteer for Coburn Place in Indianapolis. She also serves on the Ball State University Miller College of Business advisory board.

Phone 317-477-7045
Fax 317-477-7211