Family Office
InvesTrust
InvesTrust, founded in 1985, is a US investment advisory firm headquartered in Oklahoma. The firm is a subsidiary of InvesTrust Wealth Management.The firm's investment approach is led by CIO Mark Williams who joined the firm in 2012. Mark oversees the firm's investment strategy, including monitoring overall performance…
Assets Under Management
<$50M
Headquarters
Oklahoma City, Oklahoma
Decision-makers
Peter Junkin
Vice President & Lead Consultant
Gregory Baum
Senior Portfolio Manager
Shannon Carter
Chief Compliance Officer & Senior Investment Analyst
Andy Hood
Senior Investment Officer
Mark Williams
Chief Executive Officer & Chief Investment Officer
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