"Summer 2024" - Summer 2024 Old Mission Investment and Trust announces the opening of our Petoskey investment and trust services office. In 2023 we embarked on the renovation of the former ‘Clothes Post’ men’s store in the historic gaslight district of Petoskey. We are located at 326 E. Mitchell St.
09/20/24
"Christopher Chang joins Old Mission Investment and Trust" - Old Mission Investment and Trust announces that Christopher Chang has joined the firm as Chief Investment Officer and Senior Vice President.
11/01/21
"Kendra Rasner joins Old Mission Investment and Trust" - Old Mission is pleased to announce that Kendra Rasner has joined our firm as a Vice President of Investments and Investment Officer.
10/21/20
"Lindsay Fitzpatrick joins Old Mission Investment and Trust" - Old Mission announces that Lindsay Fitzpatrick has joined our firm as a Vice President of Investment Management and Financial Planning
04/15/19
"Old Mission and mBank Enter Referral Partnership" - Old Mission Investment and Trust announces an agreement with mBank concerning a referral partnership for wealth management and private trust services.
08/28/18
"Susan Staffan Wipperman earns Certified Financial Planner designation" - Old Mission Investment and Trust is proud to announce that Susan Staffan Wipperman has earned the Certified Financial Planner designation. This demonstrates her advanced proficiency in areas involving, trust, financial planning, investment management, and asset allocation.
07/10/18
"Old Mission Investment and Trust welcomes Susan Staffan Wipperman" - We are pleased to announce that Susan Staffan Wipperman has joined our firm as a Senior Vice President, Wealth Management Advisor and Trust Officer.
10/23/17
"Old Mission Investment and Trust chosen to provide wealth management services to First Federal Bank of Northern Michigan" - The Old Mission group is pleased to announce a referral partnership with First Federal of Northern Michigan. This arrangement provides an enhanced group of wealth management services to include investment management, planning, and trust services to customers of First Federal.
03/09/16
"Carey Stibbs joins the Old Mission Group" - We are pleased to announce the affiliation of Carey Stibbs to the Old Mission Investment and Trust Companies. Carey will begin to transition into a wealth management role with the firm.
10/01/14
"Keith Olshove joins the Old Mission Investment and Trust Companies as Senior Vice President." - Old Mission is pleased to announce the affiliation of Keith Olshove. Keith will serve as Managing Director of the Retirement Plan Investment and Consulting Group within Old Mission Investment Company.
04/09/14
"Old Mission Investment and Trust Companies announce relationship with Charlevoix State Bank" - Old Mission establishes a new referral relationship with Charlevoix State Bank providing total wealth management solutions to Charlevoix State Bank customers.
01/04/13
"Old Mission Trust Company Formed" - Members of Old Mission Investment Company are pleased to announce the formation of Old Mission Trust Company, a state-chartered public trust company. See the attached press release for more information.
05/31/12
"Lamb and McNamara Earn CTFA Designation" - Old Mission Investment Company is pleased to announce that both Christopher Lamb and Daniel McNamara have obtained the Certified Trust and Financial Advisor designation. This was following coursework at the National Trust School through the American Banker's Association, in addition to an examination administered through the Institute of Certified Bankers.
12/15/10
"Old Mission Investment Co. Featured in Wall Street Journal" - With the mergers and acquisitions running crazy on Wall Street, is there a better way for advisors to work with their clients? The Wall Street Journal profiles Old Mission Investment Company giving insight concerning their departure from the traditional Wall Street model.
01/17/09
"Robert W. Stibbs earns CFP" - Old Mission Investment Company is pleased to announce that Robert Stibbs has earned the Certified Financial Planner designation. Bob is a Principal and Co-founder at Old Mission Investment Company.
11/01/08
"McNamara Joins Old Mission Investment Company" - Daniel O. McNamara, MBA, CFP joined Old Mission Investment Company in July of 2008. This follows his departure from National City Investments in Traverse City. He joins Old Mission as a Financial Advisor providing investment and financial planning advice and counsel.
07/18/08
"Old Mission Investment Company Formed" - Release concerning the formation of Old Mission Investment Company. This was following the departure of 6 advisors from Wachovia Securities.
07/26/06