Trust Company of Oklahoma
Jim Savage, CFA has worked in the finance industry for several organizations. Jim began their career as an Investment Manager at SunTrust Bank from May 2011 to March 2016. Jim then moved on to Bank of Oklahoma Private Bank where they served as a Portfolio Manager from April 2016 to June 2019. Currently, Jim holds the position of Senior Vice President at Trust Company of Oklahoma, starting in July 2019.
Jim Savage, CFA obtained a Bachelor of Science degree in Business Administration with a focus on Finance from Auburn University. Jim later pursued a Master of Science degree in Finance from Georgia State University - J. Mack Robinson College of Business. In addition to their education, Jim Savage also holds the Chartered Financial Analyst certification, obtained from institution 162977.
Trust Company of Oklahoma
Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City. Founded in 1981, the company provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Our professionals have the expertise and experience to develop your financial road map, plan for the unexpected, grow your lifetime savings, help your employees save for retirement, and help you retire comfortably avoiding the risk of depleting your wealth. Trust Company of Oklahoma currently manages over $5.5 billion in client assets. Learn more about our financial solutions at TrustOk.com or call 918-744-0553.