BOK Financial wealth management division names new chief operating officer
07 Dicembre 2022 - 11:41PM
Carrie Clasen Porter has been named the new chief operations and
administrative officer for BOK Financial’s wealth management
division, effective April 1, 2023.
In this role, Clasen Porter will be responsible for ensuring
that BOK Financial Wealth Management offers financial professionals
the latest technology and highest-quality service to their clients.
She will fill the role previously held by Mindy Mahaney, who will
assume the position of chief risk officer in the new year.
Clasen Porter began her career with BOK Financial in 2008. Most
recently she served as director of investment management strategic
initiatives.
“Not only does Carrie have proven skills in investment
management and strategic business initiatives, she is a critical
and entrepreneurial thinker who is passionate about engaging with
others to identify solutions or growth opportunities,” said Scott
Grauer, BOK Financial wealth executive. “I’m confident that her
leadership, proven skills and expertise will be instrumental to the
continued growth of our wealth division.”
She graduated from Kansas State University with a dual degree in
finance and management, and earned her MBA from the University of
Missouri-Kansas City. She is a member of Leadership Tulsa, and
serves as a board member and executive committee member for Youth
Services of Tulsa. She previously served as vice president and
board member for Palmer Continuum of Care.
“This role represents a tremendous opportunity to engage with
colleagues to best utilize technology and the strengths of our
wealth division to deliver solutions that serve our clients and
continue moving our division – and BOK Financial – forward,” said
Clasen Porter.
BOK Financial Corporation is a $45 billion regional financial
services company headquartered in Tulsa, Oklahoma with $96 billion
in assets under management and administration. The company's stock
is publicly traded on NASDAQ under the Global Select market
listings (BOKF). BOK Financial Corporation's holdings include BOKF,
NA; BOK Financial Securities, Inc., BOK Financial Private Wealth,
Inc. and BOK Financial Insurance, Inc. BOKF, NA's holdings include
TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA
operates banking divisions across eight states as: Bank of
Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial® in
Arizona, Arkansas, Colorado, Kansas and Missouri; as well as having
limited purpose offices in Nebraska, Wisconsin and Connecticut.
Through its subsidiaries, BOK Financial Corporation provides
commercial and consumer banking, brokerage trading, investment,
trust and insurance services, mortgage origination and servicing,
and an electronic funds transfer network. For more information,
visit www.bokf.com.
Media Contact
Cydney Williams
C.Williams@bokf.com
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