Mark Williams, CFA

Mark Williams

Mark Williams is the President, CEO, and Chief Investment Officer of InvesTrust Consulting. He joined the firm in 2012. In his current role, Mark is responsible for the firm’s business strategy and its execution, as well as, its investment strategy. Prior to his current role, Mark was the Chief Operating Officer and Chief Investment Officer in charge of day to day operations and investment strategy and selection.

Mark has over 30 years of experience in the investment and financial services industries. His career began as a security analyst and quickly progressed to portfolio management and firm management. After ten years of managing multiple investment portfolios, he became the first director of research for a $35 billion dollar institutional money manager. In this role, Mark led a team of more than twenty security analysts in the identification and research of timely investment ideas for multiple client portfolios.

Mark has also been responsible for leading several teams of investment and trust professionals in the trust services industry. In these roles, he has been responsible for client service, team leadership, client acquisition, fiduciary management and portfolio management.

Mark’s academic achievements allow him to bring multiple disciplines to his work. He has earned a B.S. in Finance from the University of the State of New York. His MBA and JD degrees were earned at Drake University in Des Moines, Iowa. He has been a CFA© charter holder since 1993 and is currently a member of the Oklahoma and Chicago CFA© Societies.

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