![Mark A. Wesson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mark A. Wesson
Fondatore presso
EverSource Wealth Advisors LLC
Profilo
Mr. Mark A. Wesson is a Chief Executive Officer at EverSource Wealth Advisors LLC, at BMSS Wesson Wealth Solutions LLC and an Advisor at Sovereign's Capital Management LLC.
He is on the Board of Directors at EverSource Wealth Advisors LLC.
His career of 30+ years has been dedicated to consulting with wealthy individuals, families, and owners of privately-held businesses on a variety of business, financial, values-based, gifting, and investment topics.
Most recently, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services with full responsibility for the private banking, trust, brokerage, and RIA lines of business with $6.2B in loans, deposits, and assets under management.
Prior to this, he held the titles of SVP and regional managing director of Private Banking at Wells Fargo Bank, SVP and regional managing director of Wealth Management for Wachovia Bank, and director of Wealth Management for SouthTrust Bank.
Posizioni attive di Mark A. Wesson
| Società | Posizione | Inizio |
|---|---|---|
EverSource Wealth Advisors LLC
 EverSource Wealth Advisors LLC Investment ManagersFinance EverSource enables its IARs to manage client portfolios across multiple investment programs. Series of risk-based models are developed based on a long-term, top-down strategic asset allocation. EverSource methods, focus, and depth of analysis vary based on investment program and are applied based on the risk type and level of the investment strategy. | Fondatore | 18/01/2017 |
BMSS Wesson Wealth Solutions LLC
 BMSS Wesson Wealth Solutions LLC Investment ManagersFinance Provides investment advisory services | Amministratore Delegato | 01/11/2015 |
Precedenti posizioni note di Mark A. Wesson
| Società | Posizione | Fine |
|---|---|---|
Wachovia Wealth Management
 Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Investitore di Private Equity | 01/12/2008 |
SouthTrust Bank
 SouthTrust Bank Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 01/09/2004 |
Highland Capital Holding Corp.
 Highland Capital Holding Corp. Investment ManagersFinance Provides financial services and insurance | Investitore di Private Equity | 01/04/2003 |
American Red Cross, Inc.
 American Red Cross, Inc. Services to the Health IndustryHealth Services Provides individual and family social services | Direttore/Membro del Consiglio | - |
Cadence Bank, NA (Atlanta, Georgia)
 Cadence Bank, NA (Atlanta, Georgia) Major BanksFinance Provides services in banking, insurance, trust, mortgage, and investment | Corporate Officer/Principal | - |
Formazione di Mark A. Wesson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
30
Relazioni di 1° grado
10
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 10 |
|---|---|
Highland Capital Holding Corp.
Highland Capital Holding Corp. Investment ManagersFinance Provides financial services and insurance | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Capital Management (WCM) invests primarily in the stocks of US large-cap companies in the health technology, consumer non-durables, energy minerals and finance sectors. The firm maintains a very low turnover rate. WCM's Advantage approach incorporates traditional equity and fixed-income managers, as well as alternative investments in hedge funds, real estate, commodities and private equity funds. The firm coordinates both asset allocation and manager selection with a focus on the efficiency and correlation of the investment managers they use. | Finance |
SouthTrust Bank
SouthTrust Bank Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Spring Hill College
 Spring Hill College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cadence Bank, NA (Atlanta, Georgia)
Cadence Bank, NA (Atlanta, Georgia) Major BanksFinance Provides services in banking, insurance, trust, mortgage, and investment | Finance |
The University of Alabama at Birmingham
 The University of Alabama at Birmingham Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Red Cross, Inc.
American Red Cross, Inc. Services to the Health IndustryHealth Services Provides individual and family social services | Health Services |
BMSS Wesson Wealth Solutions LLC
BMSS Wesson Wealth Solutions LLC Investment ManagersFinance Provides investment advisory services | Finance |
EverSource Wealth Advisors LLC
EverSource Wealth Advisors LLC Investment ManagersFinance EverSource enables its IARs to manage client portfolios across multiple investment programs. Series of risk-based models are developed based on a long-term, top-down strategic asset allocation. EverSource methods, focus, and depth of analysis vary based on investment program and are applied based on the risk type and level of the investment strategy. | Finance |
