![Gregory Wheeler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Gregory Wheeler
Amministratore Delegato presso
BOK Financial Private Wealth, Inc.
Profilo
Gregory Ayres Wheeler is the Chief Executive Officer at BOK Financial Private Wealth, Inc. since 2012.
Formerly, Mr. Wheeler was Chief Executive Officer at CoBiz Wealth LLC from 2018 to 2019 and Chief Executive Officer-Private Bank at BOK Financial Corp.
Mr. Wheeler earned an MBA from Oklahoma City University in 1992 and completed undergraduate studies at the University of Oklahoma in 1989.
Posizioni attive di Gregory Wheeler
| Società | Posizione | Inizio |
|---|---|---|
BOK Financial Private Wealth, Inc.
 BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Amministratore Delegato | 01/08/2012 |
Precedenti posizioni note di Gregory Wheeler
| Società | Posizione | Fine |
|---|---|---|
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well. | Amministratore Delegato | 01/07/2019 |
| BOK FINANCIAL CORPORATION | Corporate Officer/Principal | - |
Formazione di Gregory Wheeler
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
49
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
BOK Financial Corp.
 BOK Financial Corp. Major BanksFinance Operates as a bank holding company which provides commercial banking services | Finance |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Finance |
Oklahoma City University
 Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well. | Finance |
