OKLAHOMA CITY--()--InvesTrust, a national trust bank with expertise in personal and corporate trust, investment management and custodial services, today announced Mark Williams as chief investment officer. In his new role, Williams will be responsible for directing the firm's investment strategy, including monitoring overall performance, developing long-range investment plans and strategies, overseeing securities investment operations and identifying market trends and opportunities.
“Relationship management is the cornerstone of the wealth and asset management business”
Founded in 1998, InvesTrust is part of ASC Holding, the asset and trust management subsidiary of American Fidelity Corp., Oklahoma’s largest provider of insurance, financial and asset management products and services.
“Relationship management is the cornerstone of the wealth and asset management business,” said David Thompson, president and CEO of InvesTrust. “Mark brings to InvesTrust a long and impressive track record of building close relationships with and serving as a trusted adviser to both individual and institutional clients. In more than two decades in the financial services industry, Mark has demonstrated his commitment to providing clients the highest level of personalized service and helping them navigate choppy financial waters with a reasoned and thoughtful investment approach. He is equally adept at evaluating investments, forecasting market trends and creating long-term investment strategies. His many years of experience with market leading financial institutions throughout the Midwest will position us for continued growth in the coming years.”
Williams said he appreciated the opportunity to work for a well-respected organization known for its client-centered investing approach. “For more than a decade, InvesTrust has been dedicated to helping individuals and organizations manage, preserve and grow their wealth. InvesTrust prides itself on knowing their clients and their goals, developing independent financial plans customized to those goals and exceeding client expectations in terms of results, service and responsiveness. I would expect nothing less from a company backed by the strength and integrity of American Fidelity. I am honored to have the opportunity to join such the firm and help them continue to expand their wealth and asset management business.”
Prior to joining InvesTrust, Williams was senior portfolio manager at Bank of Oklahoma, where he oversaw more than 1,200 accounts with $2 billion in assets. He also served as the lead portfolio manager for Central Trust and Investment Company of Columbia, Mo., where he oversaw a team that invested $900 million in client assets. As director of research for Invista Capital Management, Williams created and implemented a pooled research platform for major money management firms. Williams, a Chartered Financial Analyst (CFA), holds law and MBA degrees from Drake University in Des Moines, Iowa, and a bachelor’s degree in finance from the State University of New York at Albany.
For more information on InvesTrust, ASC, or American Fidelity, please visit the following websites: