Profiel
Mr. John E.
Sawyer is a Chief Investment Officer & Director of Wealth Management & Private Banking at Sunflower Bank NA (Private Banking).
In this role, he is responsible for the strategy, management and growth of the bank’s wealth management services that include private banking, investment management, financial planning and personal trust services.
Mr. Sawyer has over 30 years of investment experience with a proven track record leading trust, investment management, brokerage and RIA units at regional and community banks.
He also directs and manages Sunflower Bank’s investment process and portfolio development.
In addition, he is responsible for strengthening and expanding Sunflower Bank’s existing wealth management infrastructure to provide additional services to current clients and grow its client base.
He received a BS in Finance from the University of Tennessee and an MBA from Southern Methodist University.
Mr. Sawyer holds the CFA charterholder designation.
Actieve functies van John Sawyer
| Bedrijven | Functie | Begin |
|---|---|---|
Sunflower Bank NA (Private Banking)
Sunflower Bank NA (Private Banking) Investment ManagersFinance Sunflower Bank-PB takes a team-driven approach to managing client’s investments, ensuring each client portfolio is aligned to meet their unique objectives. The firm builds models based on reliable forward-looking capital market assumptions and offers an array of options to match a client’s objectives. This results in a custom portfolio solution with the appropriate mix of mutual funds, exchange traded funds, separately managed accounts, and model-based management for the client’s circumstances. Their process is led by the Investment Committee, with support from portfolio and investment management teams using third-party institutional due diligence, research, analytics, and modeling. | Chief Investment Officer | 01-03-2024 |
Eerdere bekende functies van John Sawyer
| Bedrijven | Functie | Einde |
|---|---|---|
First Western Trust Bank
First Western Trust Bank Regional BanksFinance Operates as a state chartered commercial bank | Chief Investment Officer | 05-03-2024 |
First Western Trust Bank /Investment Management/
First Western Trust Bank /Investment Management/ Investment ManagersFinance FWTB-IM develops a proprietary approach to managing client’s wealth — ConnectView®. Their approach takes a holistic view of client’s unique situation across four quadrants: Financial, Experiential, Relational and Legacy Wealth. | Chief Investment Officer | 01-03-2024 |
St. Johns Investment Management Co. LLC
St. Johns Investment Management Co. LLC Investment ManagersFinance Provides investment advice | President | 06-10-2017 |
BBVA USA
BBVA USA Regional BanksFinance Provides banking services | Chief Investment Officer | 01-03-2014 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-01-2002 |
Opleiding van John Sawyer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 12 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Western Trust Bank
First Western Trust Bank Regional BanksFinance Operates as a state chartered commercial bank | Finance |
University of Tennessee
University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Western Financial, Inc.
First Western Financial, Inc. Investment ManagersFinance Operates as a holding company with interests in private banking and investment management services | Finance |
First Horizon Bank (Memphis, Tennessee)
First Horizon Bank (Memphis, Tennessee) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
BBVA USA
BBVA USA Regional BanksFinance Provides banking services | Finance |
PNC Managed Account Solutions, Inc.
PNC Managed Account Solutions, Inc. Investment ManagersFinance PNC MAS invests clients' assets in portfolios of mutual funds, ETFs and other equity and debt securities. | Finance |
St. Johns Investment Management Co. LLC
St. Johns Investment Management Co. LLC Investment ManagersFinance Provides investment advice | Finance |
Sunflower Bank NA (Private Banking)
Sunflower Bank NA (Private Banking) Investment ManagersFinance Sunflower Bank-PB takes a team-driven approach to managing client’s investments, ensuring each client portfolio is aligned to meet their unique objectives. The firm builds models based on reliable forward-looking capital market assumptions and offers an array of options to match a client’s objectives. This results in a custom portfolio solution with the appropriate mix of mutual funds, exchange traded funds, separately managed accounts, and model-based management for the client’s circumstances. Their process is led by the Investment Committee, with support from portfolio and investment management teams using third-party institutional due diligence, research, analytics, and modeling. | Finance |
First Western Trust Bank /Investment Management/
First Western Trust Bank /Investment Management/ Investment ManagersFinance FWTB-IM develops a proprietary approach to managing client’s wealth — ConnectView®. Their approach takes a holistic view of client’s unique situation across four quadrants: Financial, Experiential, Relational and Legacy Wealth. | Finance |
















