Jeff Messer

Director · +1 (317) 465-1531

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Jeff Messer is the director of Baker Tilly Investment Services.

Jeff provides investment advisory services to municipalities throughout Indiana and Michigan and has been doing so for 13 years, including assisting municipalities with the investment of their municipal bond proceeds and operating funds.

  • Jeff serves as an independent investment advisor in Indiana and Michigan.
  • His group provides independent advice on investments in excess of $1.3 billion in assets for local units of government throughout Indiana and Michigan; and is responsible for bank analysis and RFPs for banking services for many Baker Tilly clients.
  • Prior to coming to Baker Tilly, he worked in the banking industry for 22 years with an emphasis on public funds banking and investments.
  • Indiana Association of School Business Officials
  • Indiana Association of Public School Superintendents
  • AIM
  • Past speaker at municipal conferences in Indiana and Michigan

Location

Education

Series 65 certification

Indiana University
Bachelors of Finance