Tulsa wealth management firm also welcomes Jason Simpson as portfolio manager
Contact: Taryn Clark | 405.848.8899
TULSA, Okla., March 24, 2020 – AmeriTrust announced today that Kenny Brown Jr. has been promoted to vice president, business development. Jason Simpson has also joined the firm as portfolio manager. Both are based in the Tulsa office and report to AmeriTrust President Harvie Roe. AmeriTrust provides trust administration, investment management and financial planning services and is part of Argent Financial Group, the largest independent trust-based wealth management company in the South.
Brown will spearhead new client outreach and strengthen current customer relationships. He joined AmeriTrust in 2017 as assistant vice president and portfolio manager, bringing more than 10 years of career experience in the trust and financial services industry. Prior to AmeriTrust, Brown spent four years at Heritage Trust in Oklahoma City, also part of Argent Financial Group. He’s also worked in accounting and financial roles with GuideStone Financial Resources and Fidelity Investments in Dallas, Texas.
“Kenny epitomizes the role of fiduciary and understands that listening before advising is the best way to understand and serve our clients,” said Roe. “He is also a highly-respected professional who is personable and has a sharp analytical mind. We’re lucky to have him at the helm of our business development efforts.”
A registered investment advisor representative, Brown is also a level II candidate in the Chartered Financial Analyst (CFA) program. He earned his bachelor’s degree in business administration and MBA in finance from Dallas Baptist University.
Before joining AmeriTrust, Simpson worked for three years as a portfolio manager and investment analyst with Bank of Oklahoma in Tulsa. He also spent four years as finance manager for Arms of Love International headquartered in Costa Mesa, California. Simpson is a level III candidate in the CFA program. He holds a bachelor’s degree in American political studies from Northern Arizona University and a master’s degree in economics from Colorado State University.
“When Kenny introduced me to Jason, it quickly became clear why he championed him as the ideal portfolio manager candidate,” said Roe. “His varied background brings added depth to the team and he shares our values of always putting the client first. Jason knows it’s not about products, but people and responsible financial planning. We are looking forward to seeing him thrive in his new role.”
Brown and Simpson are both involved with local industry and charitable organizations including the Oklahoma CFA Society, Tulsa Estate Planning Forum and Community Food Bank of Eastern Oklahoma. Simpson also enjoys refereeing for collegiate football games.
ABOUT AMERITRUST CORPORATION
AmeriTrust Corporation is part of the Argent Financial Group family of companies and was formed in 1997 in Tulsa, Oklahoma. The company provides investment management and trust management and administration services, as well as financial planning through a sister company and AmeriTrust Advisors, Inc. AmeriTrust Corporation is responsible for more than $600 million in client assets. For more information, visit www.ameritrusttulsa.com.
ABOUT ARGENT FINANCIAL GROUP
Celebrating its 30th anniversary in 2020, Argent Financial Group (AFG) is a leading independent fiduciary wealth management firm. Responsible for more than $27 billion in client assets, AFG provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) management, and financial, retirement and estate planning. The company was also recently named for the second year in a row to the Inc. 5000 list of the fastest-growing companies in the U.S. AFG is the only financial services company in Louisiana to make the prestigious list. For more information, visit www.ArgentFinancial.com.