General Investing >> Money Manager Interviews >> April 19, 2004
HEATH JORDAN is a member of the Portfolio Management Team for the
Performance Leaders Equity Fund and a Securities Analyst for Trustmark
Investment Advisors, Inc. He has over four years' experience in the
investment industry, including securities analysis, asset allocation and
quantitative modeling. Mr. Jordan is a graduate of Belhaven College with
a BS degree in Business Administration. He is a Chartered Financial
Analyst. Mr. Jordan is a current member of the Mississippi Society of
Financial Analysts and the Association for Investment Management and
Research. Profile
DOUGLAS P. MUENZENMAY is a member of the Portfolio Management Team for
the Performance Leaders and Large Cap Equity Funds for Trustmark
Investment Advisors, Inc. He has over 10 years experience in large and
small capitalization equity mutual fund management and taxable and non-
taxable fixed income management. Currently, Mr. Muenzenmay is a
Chartered Financial Analyst and a member of the Association for
Investment Management and Research. He earned a BA degree in Economics
from the University of Iowa. Additionally, Mr. Muenzenmay is
responsible for managing individual and institutional accounts
specializing in equity investment management. Profile
Douglas H. Ralston, CFA, is President and Chief Investment Officer of Trustmark
Investment Advisors, Inc., and serves as Portfolio Manager for the Performance
Mid Cap Equity Fund. He is also a member of the Portfolio Management team for
the Performance Large Cap Equity Fund and the Performance Leaders Equity Fund.
He has over 21 years of capital markets experience which includes investment
banking and trust asset management. A graduate of Murray State University, he
holds a BS degree in Economics and Finance. He has served on the Board of
Directors of the Mississippi Society of Financial Analysts and is a member of
the CFA Institute. He also serves as an instructor for the Southern Trust
School. Profile
BEN T. EDWARDS is Portfolio Manager for Trustmark Investment Advisors,
Inc. He manages personal, retirement, foundation and endowment accounts
and serves as an asset allocation strategist. Mr. Edwards is also a
member of the Portfolio Management Team for the Performance Leaders
Equity Fund. He has over eight years investment experience including
brokerage experience. A graduate of Stetson University with a BBA in
Finance, Mr. Edwards is currently a Chartered Financial Analyst Level II
candidate. Profile
TWST: Would you begin with a brief overview of Trustmark National Bankand its family of funds, and what the respective responsibilities are?
Mr. Ralston: Trustmark is a $7 billion financial