As the chief investment officer, 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.
Prior to joining InvesTrust, Williams was the senior portfolio manager at Bank of Oklahoma, where he oversaw more than 1,200 accounts having with US$2 billion in assets.
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Further, he had served as the lead portfolio manager for Central Trust and Investment Company of Columbia, where he oversaw a team that invested US$900 million in client assets.
And as a director of research for Invista Capital Management, Williams had created and implemented a pooled research platform for major money management firms.
Commenting on the appointment, David Thompson, president and CEO of InvesTrust said: "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."
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