Heath Sorenson Joins Associated Bank as Trust Company Leader

Heath Sorenson Joins Associated Bank as Executive Vice President

Heath Sorenson will embrace his new role as the Executive Vice President and Managing Director at Associated Trust Company, taking the helm on February 1, 2025.

Transitioning Leadership at Associated Trust Company

Associated Banc-Corp (NYSE: ASB) has announced the significant appointment of Heath Sorenson to lead its trust services, effective from early 2025. This leadership change will pave the way for fresh initiatives and strategies aimed at enhancing service delivery for clients.

A Wealth of Experience

Sorenson arrives at Associated Bank with an impressive background in wealth management, bringing over 25 years of specialized expertise. His recent position as the Chief Operating Officer of Midland Wealth Management allowed him to hone his leadership skills and deepen his knowledge in various wealth sectors.

Strategic Goals Ahead

In his new position, Sorenson will oversee the comprehensive delivery of wealth management solutions. His responsibilities will extend to strategy formulation, technology implementation, revenue growth, and compliance at the Associated Trust Company.

Acknowledging Previous Leaders

As Sorenson steps into his new role, John Thayer will transition to the role of Executive Vice President and Senior Leadership Advisor. Thayer's contributions over the years helped shape the company into a regional leader in wealth management.

John Thayer's Legacy

Under Thayer's leadership, the trust company has flourished, and he successfully unified several previously separate business aspects into a cohesive wealth management strategy. His guidance contributed to remarkable growth within the company, driving substantial revenue increases.

Cultivating Community Relationships

Sorenson stated his excitement about joining Associated Bank, emphasizing his dedication to building relationships within the community. His roots in the Midwest will aid him in nurturing connections with clients and stakeholders alike.

Educational Background

Heath Sorenson holds a bachelor's degree in accountancy from the University of Illinois Urbana-Champaign and an MBA from Northern Illinois University. Additionally, he has earned multiple certifications, including Certified Financial Planner™ (CFP®) and Certified Fiduciary & Investment Risk Specialist™ (CFIRS™).

About Associated Banc-Corp

Associated Banc-Corp (NYSE: ASB) stands as a paramount financial institution, boasting total assets exceeding $42 billion. With headquarters in Green Bay, it serves a vast clientele across the Midwest, offering an extensive range of banking and financial services through nearly 200 locations.

Looking Ahead

As Associated Trust Company embarks on a new chapter under Sorenson's leadership, the focus remains on client satisfaction through enhanced service offerings and community engagement. This strategic appointment aligns with the company's vision for sustained growth and excellence in wealth management.

Frequently Asked Questions

Who is Heath Sorenson?

Heath Sorenson is the newly appointed Executive Vice President and Managing Director at Associated Trust Company, with a rich background in wealth management.

What are Heath Sorenson's primary responsibilities?

Sorenson will lead the delivery of wealth management services and oversee operations at Associated Trust Company.

What is Associated Banc-Corp known for?

Associated Banc-Corp is recognized for its comprehensive banking and financial services, serving clients throughout the Midwest.

Who was John Thayer?

John Thayer served as the CEO of Associated Trust Company and will now transition to a senior advisory role, continuing to contribute to the company.

What is the significance of this leadership change?

Heath Sorenson's appointment signals a new era for the Associated Trust Company, aimed at enhancing client services and facilitating growth patterns.

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