Location: TBD
Market Update by Steve M Wyett, CFA
Steve M Wyett-CFA, Senior Vice President- BOK Financial Chief Investment Strategist
Steve began his investment career in January of 1982, joined Bank of Oklahoma in September of 2005 and was named Chief Investment Strategist for BOK Financial in May of 2020. BOK Financial provides a wide array of banking, fiduciary and investment services through our regional bank brands, including Bank of Texas, Bank of Oklahoma, BOK Financial and Bank of Albuquerque, a broker dealer, four registered investment advisor firms and an electronic funds network.
As the Chief Investment Strategist, Steve is a member of the Wealth Management Asset Allocation Committee where BOKF sets their investment and economic views. Steve is also a member of several committees where they oversee 100+billion in assets under management and administration and is widely quoted and a regular guest across local and national media.
Steve is Past President of the Board for Tulsa’s largest charitable organization- Family and Children’s Services, a member of the board for Green Country Habitat for Humanity, an active participant in the Tulsa Area United Way, and is a member of the CFA institute. Steve graduated from Oklahoma State University, where he played varsity tennis, with a B.S. in Finance.
Agenda: 11:30-12:00 p.m. Attendee arrival and registration |12:00-1:00 p.m. Presentation
Regular members: $50 |Guests: $70 |Full members: included in annual membership
Payment is by WildApricot Affinipay. Please register even if you have a full membership so that we have an accurate attendee count.
AFP of Arizona | Administration by KML Managementat 303-883-4152 kimlott@kmlmanagement.com © Association for Financial Professionals of Arizona
AFP of Arizona is a 501(c)6non-profit organization.
