Noel Knox

Experience

• 

  Bank One Trust Company, N.A.

  Aug 1983 - May 1986

  Trust Management Trainee & Trust Officer

  Trained through work assignments in all areas of trust and investment management. Notable assignments include a management assignment as head of the Securities Movement and Control and Income Collection Departments in Trust Operations and as the indenture trust administrator of a portfolio of new and existing tax exempt debt securities. (Bank One is now JP Morgan Chase.)

• 

  National City Corporation

  May 1986 - Sept 1989

  Assistant Vice President
• 

  National City Bank

  Sept 1989 - Oct 1994

  Led the $300 million trust group and served as Regional Trust Executive for the Dayton, Ohio, market(National City is now PNC.) Worked with McKinsey & Company to analyze, reorganize, and integrate the Trust and Investment Management businesses of the three regional banks headquartered in Cleveland, OH, Columbus, OH, and Louisville, KY that then comprised National City Corporation , into a single business entity.Led the Institutional Trust Services Division that included the Retirement Plan Services Department and Bond (Indenture Trustee) Department in Columbus, OH.(National City is now PNC.)

  • Senior Vice President

    Jun 1992 - Oct 1994

  • Vice President

    Sept 1989 - Jun 1992
• 

  Provident Investment Advisors, Inc. & Provident Capital Management Group

  Oct 1994 - Nov 1996

  Executive Vice President/Senior Vice President

  Led the ~$6.0 B trust services group that included the investment management team that was branded as Provident Capital Management Group. I also held Executive Vice President management responsibility for the separate Registered Investment Advisor that handled Riverfront Funds. (Provident is now PNC.)

• 

  Fort Wayne National Bank

  Mar 1997 - Jul 1999

  Vice President

  Served personal trust clients and later served as the sales executive for a personal trust team(now PNC)

• 

  Fifth Third Bank

  Jul 1999 - Oct 2005

  Started the investment management, trust services and private banking services businesses in the greater Fort Wayne market for Fifth Third Bank Led the the Personal Trust Services and the Foundation and Endowment Services Departments

  • Vice President

    Apr 2001 - Oct 2005

  • Vice President

    Jul 1999 - Apr 2001
• 

  Monarch Capital Management, Inc.

  Jan 2006 - Dec 2021

  Consultant

  Assist clients in making informed decisions and in protecting, growing, and sharing their wealth

• 

  SOLVE Consulting Group, LLC

  Jan 2022 - now

  CEO, COO, & CCO // Founder and Consultant

  SOLVE offers clients a private, comprehensive, multi-generational planning relationship coupled with integrated cost and tax efficient investment and asset management.