Linscomb & Williams Elects Walter Christopherson Chairman of the Board
HOUSTON, May 1, 2023 – Linscomb & Williams (L&W), a Cadence Bank (NYSE: CADE) subsidiary, which provides wealth advisory services, is proud to announce the appointment of Walter Christopherson as the chairman of the board.
Headquartered in Houston, Texas, L&W is a fee-only and fiduciary financial planning and investment management firm catering to investors nationwide. Christopherson has been a part of the firm for over 40 years, holding various leadership roles, most recently as vice chairman of the board and chairman of the Investment Committee. He is a significant and influential member of the company, having played a critical role in establishing its investment infrastructure.
In addition to his role as board chair, Christopherson will continue to serve as chairman of the Investment Committee, working closely with Phillip Hamman, chief executive officer, and Ryan Patterson, chief investment officer. Hamman was named president of L&W in 2018, then appointed CEO in 2022. Patterson was named CIO in 2014. Under the leadership in place, L&W was a Barron’s Top 100 RIA firm in 2022.
“As I take on this new role, I am filled with immense pride, honor and gratitude for being elected by my fellow directors. I am committed to working tirelessly towards the success of the organization and ensuring we continue to provide superior service to our clients and employees,” said Walter Christopherson, newly appointed chairman of the board at L&W. “Collaborating closely with Phillip and the rest of our talented management team, I am excited to embark on this journey of achieving our shared strategic vision for sustained growth. I am confident that by leveraging our collective expertise, experience and passion, we can drive the organization towards even greater heights.”
The leadership team has spent several years focusing on succession planning and creating a robust infrastructure to support future growth with the next generation of leaders. With this preparation, L&W is well-equipped to seize this opportunity for growth. Clients of L&W can expect business to continue as usual, with the firm maintaining its focus on helping them achieve their financial and investment goals.
“We are incredibly supportive of the fiduciary model L&W has built and how it successfully supports our clients’ wealth management objectives,” said Dan Rollins, chairman and CEO of Cadence Bank. “Our combined capabilities through Cadence Bank and L&W will continue to benefit our clients through holistic opportunities for managing their finances and investments.”
L&W has 55 full-time employees serving clients in 37 states. As of March 31, 2023, L&W manages approximately $4.4 billion in assets under management (AUM), which includes both discretionary and non-discretionary accounts.
To learn more about Linscomb & Williams, visit https://linscomb-williams.com/.
About Linscomb & Williams
Linscomb & Williams (L&W) is a fee-only, investment advice fiduciary financial planning and investment management firm headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; and The Woodlands, Texas. Established in 1971, L&W has been helping families build, preserve and manage wealth for more than 50 years. Currently managing more than $4.4 billion in client assets, this registered investment advisor firm acts as a fiduciary in advising clients on investments, retirement, estate and tax planning, insurance, education, succession planning, and legacy wealth building. Many of the firm’s advisors have a background in law, investments, tax, accounting and/or financial planning. Linscomb & Williams is a wholly owned subsidiary of Cadence Bank.
About Cadence Bank
Cadence Bank (NYSE: CADE) is a leading regional banking franchise with approximately $50 billion in assets and more than 350 branch locations across the South and Texas. Cadence provides consumers, businesses and corporations with a full range of innovative banking and financial solutions. Services and products include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized lending, asset-based lending, commercial real estate, equipment financing, correspondent banking, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning, retirement plan management, and personal and business insurance. Cadence is committed to a culture of respect, diversity and inclusion in both its workplace and communities. Cadence Bank, Member FDIC. Equal Housing Lender.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. No fee was paid for consideration of Barron’s RIA Firms 2022 Top 100 ranking. Please refer to https://linscomb-williams.com/ for a more thorough disclosure of the criteria used in making these rankings.
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