Prior to joining WealthShield as a Research Analyst, JT was a Portfolio Manager with BOK Financial Private Wealth. His role included working with advisers to implement and monitor over $500MM of client assets to strategic asset allocations. He was also responsible for identifying and building custom fixed income portfolios for clients.
Prior to BOKF, JT was an Investment Analyst at CoBiz Wealth. His responsibilities included asset allocation research, manager due diligence, building fixed income portfolios and providing research support to a large cap equity SMA product.
JT graduated from the Daniels College of Business at the University of Denver with a bachelor’s degree in Finance and a minor in Accounting. He is a CFA charterholder. Outside of the office, JT is an avid golfer and a Minnesota sports fan.
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