Curtis Overton

Executive Vice President & Manager, First Wealth Management at The First National Bank of Hutchinson

Curtis Overton

Curtis Overton

Executive Vice President & Manager, First Wealth Management at The First National Bank of Hutchinson

Biography

Mr. Curtis Overton is Executive Vice President & Manager at The First National Bank of Hutchinson where he serves as a Market Strategist.Prior to joining The First National Bank of Hutchinson in 2009, Mr. Overton was a Wealth Management Executive Vice President at Citizens Bank & Trust and an Adjunct Faculty Member at William Woods University.Mr. Overton received his BS in Accounting, Minor in Computer Data Processing from Missouri State University. He is also a Certified Public Accountant and a Certified Trust and Financial Advisor.

Overview
RelSci Relationships

38

Relationships
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Vice Chairman at The First National Bank of Hutchinson

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Former Vice Chairman & Chief Executive Officer at The First National Bank of Hutchinson

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President & Chief Executive Officer at The First National Bank of Hutchinson

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Executive Vice President & Manager, Correspondent Bank Services at The First National Bank of Hutchinson

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Executive Vice President & Chief Operating Officer at The First National Bank of Hutchinson

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Vice President & Portfolio Manager at The First National Bank of Hutchinson

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Senior Vice President, Correspondent Bank Services at The First National Bank of Hutchinson

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Senior Vice President & Manager, Business Development at The First National Bank of Hutchinson

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Managing Director at The First National Bank of Hutchinson

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Coordinator at The First National Bank of Hutchinson

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Curtis Overton
Executive Vice President & Manager, First Wealth Management at The First National Bank of Hutchinson
Education

Missouri State University (MSU or MO State formerly Southwest Missouri State University) is a public university located in Springfield, Missouri, United States and was founded in 1906. It is the state's second largest university, with an official enrollment of 22,385 in the fall 2014 semester.

Career History
Executive Vice President & Manager, First Wealth Management
Current

First Wealth Management manages fixed income portfolios with the goal of producing income, while at the same time protecting principal and limiting market value. To accomplish these objectives, they utilize a combination of U.S. Treasury and Agency securities, along with exposure to investment grade quality corporate bonds (through ETFs). For customers whose tax brackets provide them the benefit of generating tax-free income, First Wealth purchases high-quality municipal (tax-free) bonds in an effort to maximize their net after tax yield. The structure their fixed income portfolios uses a laddered maturity schedule. The average maturity of our fixed income portfolios is typically about 4-7 years. First Wealth managed taxable fixed income portfolios with a 50/50 balance between U.S. Government securities (i.e. Treasuries & Agencies) and corporate bonds. The composition is adjusted periodically, based on the firm's view of current and expected economic conditions, and the related risk premiums for each asset class.structure our customers’ equity portfolios using a combination of securities designed to produce long-term results that, at a minimum, provide above average returns relative to the general market.We are not proponents of market timing. As a result, we are firm believers that fully invested positions, once established, should be maintained throughout market fluctuations, with rebalancing to take place on an as needed basis. As a general rule, we implement a dollar cost average approach when investing new funds into the equity markets. This approach helps mitigate the risk of buying into the equity market at the most inopportune time.First Wealth utilizes a variety of equity securities within their equity accounts, including individual stocks, mutual funds and ETFs. exchange traded funds. Their investment staff monitors changing economic and market conditions, as well as, current and developing investment practices and related securities in the marketplace.

Other Affiliations

Curtis Overton is affiliated with The First National Bank of Hutchinson

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