Teresa Swaim, AFIM

Investment Portfolio Manager

Teresa joined First Merchants Trust Company in 1983. With nearly 30 years of experience, Teresa manages investment portfolios for high-net-worth clients, trusts, endowments, foundations and pension plans. She is also responsible for investment research and analysis. 

Teresa earned her Bachelor of Science degree in General Management/Accounting from the Krannert School of Management at Purdue University, completed the Trust Investment Management Program from the Cannon Financial Institute at the University of North Carolina, and has earned the designation of Accredited Fiduciary Investment Manager (AFIM®) through the Center for Fiduciary Studies at the Joseph M. Katz Graduate School of Business University of Pittsburgh and the Cannon Financial Institue. 

Teresa has volunteered her time to various charitable organizations within her community over the years including the Read to Succeed Program, American Heart Association, Tippecanoe Arts Federation and the Indiana Hunter Jumper Association. She currently sits on the board of directors for the Lafayette Catholic Schools Foundation.

Call Teresa at 765.423.7292 or email her at tswaim@firstmerchants.com.

Teresa Swaim, AFIM
Investment Portfolio Manager

Specialties:
Investments 

Contact:
tswaim@firstmerchants.com

Office: 765.423.7292
Fax: 765.429.4080

250 Main St.
Lafayette, IN 47901