Kenny Brown

  • 0
  • January 5, 2016
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  • KBrown@heritagetrust.com
  • Vice President, Relationship Manager
  • Oklahoma City, OK
  • 405.608.8657

Vice President, Relationship Manager

Kenny Brown joined Heritage Trust in 2013 as a portfolio manager, bringing with him six years of trust and investment industry experience. In 2015, he was promoted to Vice Presiedent, relationship manager, where he will be responsible for account supervision and investment expertise for new and existing clients. Brown previously worked for GuideStone Financial Resources in Dallas first as a financial analyst then later as an investment analyst.

While at Heritage, Brown has proactively co-managed approximately $800 million in investment agency, personal trusts, institutional plan accounts, endowments and foundations to meet client needs and goals. He has developed strategic asset allocation policies with a tactical overlay consisting of U.S. and foreign equity, fixed income, real assets, and alternatives.

Brown earned both his Master’s degree in finance and his Bachelor’s degree in business from Dallas Baptist University where he received the MBA Honor Award. He is also a Level II candidate in the Chartered Financial Analyst (CFA) program, having passed the Level I exam in June 2013.

In his spare time, Brown enjoys spending time with his wife, Erin, and their double doodle named Reese, reading, cycling and skiing.