AmeriTrust, a subsidiary of Argent Financial Group, announced today that it has appointed Ron Dugan as a portfolio manager. Dugan will be responsible for helping clients with investment management, including individuals, trusts, foundations, endowments and pensions. He will report to AmeriTrust President and CEO Harvie Roe.
Dugan has nearly 40 years of investment strategy and management experience. Before joining AmeriTrust, he was founder, managing partner and chief investment officer at Dugan Partners, where he provided investment consulting services to institutional investors and individuals
“Ron is an exceptional investment professional with a strong ability to apply investment knowledge, techniques and conceptual understandings to company or client situations,” said Roe. “He is also an admirable man of integrity, honesty and responsibility, all of which are vital to our business.”
Prior to Dugan Partners, he spent six years at GuideStone Financial Resources, where he served as the chief strategic investment officer for three years. Dugan also spent 10 years at Russell Investments in Tacoma, Washington, and seven years at the Baptist Foundation of Texas in Dallas.
“At AmeriTrust, I found an experienced, professional team that is just as passionate about their clients and committed to serving them as I am,” said Dugan. “I look forward to working alongside others who are focused on how we can best serve our clients to meet their financial goals and improve their financial security.”
Dugan received his master’s degree in finance from the University of Texas at Dallas and his bachelor’s degree in accounting from Texas A&M University. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the American Institute of CPAs.
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 Investment Advisors, Inc. AmeriTrust Corporation is responsible for more than $730 million in client assets. For more information, visit www.ameritrusttulsa.com.
About Argent Financial Group
Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.