CHRIS MENG, CFA®
FEATURED IN TOPS IN LEXINGTON
Chris Meng, CFA®, Senior Vice President and Senior Investment Manager, was featured in the "Money Masters" edition of TOPS in Lexington!
Mr. Meng has been in the wealth management industry for over 30 years and is certainly a master in the field. Way to go, Chris!
JOINS COMMUNITY TRUST
WEALTH & TRUST MANAGEMENT
AS INVESTMENT ANALYST
Please join us in welcoming Rachel Moore, Investment Analyst, to Community Trust Wealth & Trust Management! Rachel's role has an emphasis on fixed income as she will be responsible for supporting fixed income trading, account management, and reporting efforts.
Rachel graduated from the University the Kentucky with a double major in Finance and Marketing and a minor in International Business. Welcome, Rachel!
ANDREW WINDSOR, CFA®
JOINS COMMUNITY TRUST WEALTH & TRUST MANAGEMENT
AS VICE PRESIDENT, PORTFOLIO MANAGER
We are proud to welcome Andrew Windsor, CFA®, to Community Trust Wealth & Trust Management! Andrew has been named Vice President and Portfolio Manager. In his role, he will be responsible for the research and selection of mutual funds, ETFs and individual securities, contributing to the overall direction of the investment department, and communicating the investment strategy and results to clients.
Mr. Windsor has more than 19 years of experience and earned his Chartered Financial Analyst® designation in 2006. Please extend a warm welcome and congratulations to Andrew.
JEFF THOMISON, CFA®
FEATURED IN THE LANE REPORT
Jeff Thomison, CFA®, Vice President and Senior Equity Manager and Strategist, was featured in November's edition of The Lane Report!
In the article, "Wealth Management | Weathering a Recession", Thomison gives his take on the likelihood of a recession and advice for clients during volatile times.