# Heath Sorenson

> Heath William Sorenson is executive vice president, managing director and CEO of Associated Trust Company. He joined Associated in December 2024 after serving in wealth-management operations and trust leadership at Midland. His background includes accountancy, financial planning, fiduciary risk and trust operations, with professional ties across Illinois and Wisconsin.

- **Role:** Executive Vice President, Managing Director and CEO at Associated Trust Company
- **Organizations:** Associated Trust Company, Associated Bank Private Wealth, Associated Investment Services, Inc., Midland Trust Company (former), Midland Wealth Management (former), Midland Wealth Advisors, LLC (former), CedarPoint Investment Advisors, Inc. (former), Raymond James Financial Services (former), AMCORE/BMO (former)
- **Education:** Bachelor’s degree in accountancy, University of Illinois Urbana-Champaign, MBA, Northern Illinois University, Financial planning curriculum (completed), Northwestern University
- **Known for:** Appointed to lead Associated Trust Company following more than 25 years of wealth-management experience, as described in December 2024., Earned the Certified Financial Planner designation; the appointment biography also lists CFIRS and CTOP credentials., Led Midland Trust Company as president before joining Associated.

## Career timeline

- **2002–2010** — Registered with AMCORE Investment Services; earlier career included investment and capital-market operations at AMCORE/BMO.
- **2010–2024** — Employment history lists Midland States Bank and Midland Wealth Management from May 2010 to December 2024.
- **2017–2024** — President and director of Midland Trust Company from February 2017 to December 2024.
- **2017–2022** — Chief operating officer of CedarPoint Investment Advisors, Inc., from March 2017 to September 2022.
- **2021** — Spoke as Midland Trust Company president about the proposed acquisition of ATG Trust Company.
- **2023–2024** — Vice president, chief operating officer and treasurer of Midland Wealth Advisors, LLC.
- **2024-12-09** — Joined Associated Private Wealth as executive vice president and managing director of Associated Trust Company.
- **2025-02-01** — Scheduled CEO succession date announced by Associated; subsequent 2026 releases confirm him as CEO.
- **2025-02** — Employment history lists chairman of the board of Associated Investment Services, Inc.
- **2026-09** — Discussed the Twin Cities Private Wealth expansion; Kelly Mould was announced as reporting to him.

## Achievements

- Appointed to lead Associated Trust Company following more than 25 years of wealth-management experience, as described in December 2024.
- Earned the Certified Financial Planner designation; the appointment biography also lists CFIRS and CTOP credentials.
- Led Midland Trust Company as president before joining Associated.

## Latest updates

- **2026-09** — Associated announced Kelly Mould as managing director of Trust and Advisory Services, reporting to Sorenson.
- **2026-09** — Sorenson commented on Associated’s addition of four Private Wealth professionals in the Twin Cities.
- **2025-03** — FINRA registration history lists Associated Investment Services registrations effective March 11, 2025.

## Links

- Website: https://www.associatedbank.com
- LinkedIn: https://www.linkedin.com/in/heath-sorenson-mba-cfp%C2%AE-9842075

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Profile page: https://yespress.io/heath-sorenson
Published by YesPress — https://yespress.io
Last updated: 2026-10-24