Mark A. Wesson

Gründer bei

EverSource Wealth Advisors LLC

Finance

Consumer Services

Health Services

Profil

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.

Aktive Positionen von Mark A. Wesson

Unternehmen	Position	Beginn
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.	Gründer	18.01.2017
BMSS Wesson Wealth Solutions LLC BMSS Wesson Wealth Solutions LLC Investment ManagersFinance Provides investment advisory services	Vorstandsvorsitzender	01.11.2015

Alle aktiven Positionen von Mark A. Wesson

Ehemalige bekannte Positionen von Mark A. Wesson

Unternehmen	Position	Ende
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.	Private Equity Investor	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	Private Equity Investor	01.04.2003
American Red Cross, Inc. American Red Cross, Inc. Services to the Health IndustryHealth Services Provides individual and family social services	Direktor/Vorstandsmitglied	-
Cadence Bank, NA (Atlanta, Georgia) Cadence Bank, NA (Atlanta, Georgia) Major BanksFinance Provides services in banking, insurance, trust, mortgage, and investment	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	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