InvesTrust Names Bank of Oklahoma Senior Portfolio Manager Mark Williams Chief Investment Officer
OKLAHOMA CITY - (BUSINESS WIRE) - 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.
Mark Williams, Chief Investment Officer, InvesTrust (Photo: Business Wire)
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."
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