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 President, Relationship Manager, where he is responsible for managing client relationships as well as business development. 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.
Brown and his wife, Erin, enjoy spending time with their dog who is a double doodle, Reese. They are members at Crossings Community Church at the OKC
campus where Kenny co-teaches a Sunday School class for singles. In his free time, Kenny enjoys traveling, reading, cycling, and running half-marathons.