Congratulations to John David Barr, Senior Portfolio Manager from our Wealth Management Divison, who has been chosen as a member of the Class of 2021 "Top Twenty Under 40" by Meridian Home and Style & The Meridian Star and sponsored by Mississippi Power.
John David Barr has over 15 years of experience in trust, investments, and banking and serves as the Senior Portfolio Manager for Citizens National Bank's Wealth Management Division. He currently leads the Bank's Portfolio Management Team to assess current economic conditions and establish investment strategy, including asset allocation and security selection.
In 2012, John David earned the prestigious Chartered Financial Analyst designation, placing him in the top tier of investment professionals worldwide. In 2017, the MS Business Journal also recognized him as one of their Leaders in Finance.
He is a graduate of the University of Mississippi with a Bachelor's Degree in Banking and Finance and Managerial Finance and received his Master of Arts degree from the University of Alabama in Applied Economics. He is also a graduate of the Southern Trust School at the University of South Alabama.
John David is Treasurer and a member of the Board of Directors of Central United Methodist Church.
He also serves as Treasurer and a member of the Executive Committee for the Choctaw Area Council of the Boy Scouts. He even manages the W. R. Baird Charitable Trust for the Bank, a $6.3 million fund that benefits several agencies throughout MS that assist disadvantaged citizens. This $6.3 million is only part of the $800 million in trust-related assets administered and managed by the Bank's Wealth Management Division.
Citizens National Bank's Chief Wealth Management Office Teresa Thornhill commented that John David Barr is exceptionally pro-active, well-rounded, and self-driven to accomplish the Bank's financial objectives and assist our clients in accumulating, preserving, and transferring their wealth.
Congratulations, John David, on this prestigious award that recognizes leaders that demonstrate excellence on the job and in the community.