I have been incredibly fortunate over the course of my 40+ year investment career. While far from a straight line, I have had opportunities to learn and work in the bond business, money management, portfolio management, security valuation, and private alternatives. I have been on the sell side and the buy side in each of these businesses and have seen numerous cycles and market turmoil. My role as Chief Investment Strategist for BOK Financial is a culmination of all of these experiences- successes and failures. My goal is to help our organization make good investment decisions for our clients and to communicate our process in a way which adds credibility and understanding. I enjoy making presentations to large and small audiences in person or virtually. This is an incredibly interesting...
Chief Investment Strategist at BOK Financial