Windsor will oversee the analysis, selection and monitoring of Employee Retirement Income Security Act (ERISA) retirement plan investment options, as well as the asset allocation model portfolios for the Retirement Plan Consulting Group business. He will also serve on Unified Trust’s Trust Investment Committee.
Windsor joins Unified Trust having spent more than 13 years in investment management. He previously served as a senior portfolio manager for Huntington National Bank, and is the former senior investment officer for Pinnacle National Bank. He has also held prior positions at First Mercantile Trust, and Morgan Keegan & Company.
Windsor received the Chartered Financial Analyst (CFA) designation in September of 2006 and is a member of the CFA Society of Memphis. He graduated from Acadia University with a bachelor’s degree in business administration.
« 403(b) Plan Sponsors Continue to Improve Plan Value