History of Trustmark Investment Advisors, Inc.
Trustmark National Bank has been offering investment management services since 1925. With the passage of the Gramm-Leach-Bliley Act in 1999, Trustmark Investment Advisors, Inc. (TIAI) was incorporated as a registered investment adviser. Operations commenced in 2001, and today TIAI provides customized investment management services for Trustmark Tailored Wealth's Trust Group. Clients of the Trust Group include: Individuals, Institutions, Foundations, Endowments, and Charitable Organizations. TIAI had approximately $2.07 billion in assets under management as of 12/30/2017.
The Trustmark Investment Advisors, Inc. Team
Heath R. Jordan, CFA
Mr. Jordan is Senior Vice President and serves as Chief Investment Officer for Trustmark Investment Advisors, Inc., registered investment advisor with the Securities and Exchange Commission and division of Trustmark Tailored Wealth. Mr. Jordan joined Trustmark in 2001 and has 20 years of experience in the investment industry including securities analysis, asset allocation and quantitative modeling. He is a graduate of Belhaven College and has earned the right to use the Chartered Financial Analyst Designation. Mr. Jordan is a past president of the CFA Society of Mississippi and currently serves on the board.
Robert H. Spaulding
Mr. Spaulding is a First Vice President and Trust Investment Officer. He is a graduate of the University of Mississippi with a BBA degree in Business and the National Trust School at Northwestern University. Mr. Spaulding has 44 years of trust and investment related experience.
Kelly J. Collins
Mr. Collins is a Vice President and joined Trustmark in 1991. Mr. Collins has 27 years of experience in the investment management industry. He is responsible for managing trust clients' individual and institutional investment accounts specializing in fixed income investment management. He is a graduate of the University of Mississippi with a BBA in Banking and Finance and Managerial Finance. Kelly also holds a Series 65 Securities License.
Mr. Edwards is a Vice President and member of the Portfolio Management Team. He is a graduate of Stetson University with a BBA in Finance. His area of focus is on the management of personal trust and institutional accounts. Ben joined Trustmark in 1999 and has 24 years of experience in the investment management industry, including both brokerage and trust experience. He also serves as an Investment Strategist and Manager, overseeing Trustmark Investment Advisors' investment strategy involving asset allocation, mutual fund selection and product development.
Drew P. Cleland, CMT
Mr. Cleland is a Vice President and a member of the Portfolio Management Team. He joined Trustmark in 2003 and has 14 years of investment experience. Mr. Cleland is a 2003 graduate of the University of Mississippi with a BBA degree in Economics and a 2006 graduate of Millsaps College with a Masters in Business Administration with a concentration in Finance. He is an affiliate member of the Chartered Market Technicians Association.
J. Richard Lee
Mr. Lee is an Investment Officer and Portfolio Manager for Trustmark Investment Advisors, Inc. and joined Trustmark in 2006. He has 15 years of banking and investment industry experience. He is a 1999 graduate of Mississippi State University with a BBA degree in Banking and Finance and a 2002 graduate of the University of Mississippi with a Masters of Business Administration with a concentration in International Business and MIS.
R. Anthony Jasinski, CFA
Mr. Jasinski is a member of the Portfolio Management Team. He joined Trustmark in 2012 and brought 29 years of investment experience across multiple asset classes. Prior to Trustmark, he worked as either an Analyst or Portfolio Manager for Salomon Brothers, Kemper Funds, Conseco Capital Management and Greenleaf Trust. Tony holds his MBA in Finance and Strategy from Northwestern University and his BA in Finance and Accounting from the University of Michigan. In 2000, he earned the right to use the Chartered Financial Analyst designation.
Kenny F. Hubbard
Mr. Hubbard is a Vice President and member of the Portfolio Management Team. He received his BS in Commerce and Business Administration from the University of Alabama. Kenny is also a graduate of Alabama Banking School and has served in the capacity of Portfolio Manager and Equity Strategist. Prior to Trustmark, Kenny worked in Municipal Investment Banking and also as an Investment Broker. He brings 31 years of investment experience to the team.
Rob Wilson, CFA
Mr. Wilson is a Vice President and a member of the Portfolio Management Team with over 14 years of experience in Trust, Wealth Management, Investment Management, and Insurance, as well as experience in Asset Allocation and Equity Strategy Development. He holds a BS in Management from Spring Hill College and a Masters in Business Administration from The University of South Alabama. Mr. Wilson earned the CFA Charterholder designation and is a member of the CFA Institute and CFA Society of Alabama. He is a graduate of the Leadership Mobile class of 2011, and currently serves as Vice President of the Red Shoe Society for the Ronald McDonald House of Mobile.
Mr. Walker is an Investment Officer and Securities Analyst for Trustmark Investment Advisors, Inc. Mark joined Trustmark in 2011 and has nine years of experience in the financial industry. He is a graduate of Bethel College in Indiana with a BS degree in History and earned a Masters in Business from Mississippi College. Mark holds a Series 65 Securities License and is currently a Level I candidate in the CFA Program.