Julie O’Rourke, CFA, CFP® was promoted to Executive Vice President and Senior Trust & Investment Officer. Ms. O’Rourke joined Alpine Trust & Investment Group in 2004 and has over two decades of investment management experience. She Chairs the Investment Strategy Committee, is responsible for monitoring the economy and markets, and leading department-wide portfolio strategy decisions. Ms. O’Rourke supervises the team of investment professionals and manages the investment and financial planning processes. She works with institutional and high net worth clients.
Prior to joining Alpine Trust & Investment Group, Julie spent 15 years serving as portfolio manager, working with both large institutions and individuals at all stages of wealth. She successfully led a team of equity research analysts as they worked together to manage equity mutual funds. Julie has counseled many different types of institutions regarding the construction of investment policies and appropriate asset allocation.
She has been quoted in several print publications and has appeared on both television and radio to speak about investments, the markets and the economy. She has presented to the American Association of Individual Investors (AAII), the Illinois State Treasurer’s Office Smart Women / Smart Money seminar, as well as to numerous economic and financial market outlook symposiums.
Julie graduated from Rockford University with a BS in Finance and attained the Chartered Financial Analyst (CFA) designation in 1995 and the Certified Financial Planner TM (CFP®) designation in 2008. She is a member of United Way’s Impact Council and the Boone County Council on Aging Endowment Committee and volunteers at St. Mary Parish.
Michele Lind, CFP® has been promoted to Assistant Vice President & Investment Officer. Ms. Lind joined Alpine Trust & Investment Group in March 2009. She manages portfolios of individual trusts and guardianships, investment agency accounts, and 401(k) plans. She is responsible for monitoring the economy and markets as a member of the Investment Strategy Committee.
Prior to joining the investment group, Michele spent 20 years in the financial planning and investment industry with various positions in administration and marketing, sales and project management, and bank brokerage management.
Michele is a graduate of Rockford University with a Bachelor of Science degree in Economics/Finance. She earned the Certified Financial PlannerTM designation in 2005 and holds Life and Health Insurance licenses for the state of Illinois.
Michele currently serves on the Finance Committee for Womanspace of Rockford.