Jim Savage joined Trust Company Oklahoma as senior vice president and portfolio manager in 2019. As a member of our investment management team, he focuses on corporate retirement plans, foundation and endowment management, and wealth management.
With more than three decades of experience in the investment industry, Jim served as vice president and investment manager at Bank of Oklahoma.
Prior to that, he was at SunTrust for 15 years, where he worked for five years as an institutional portfolio manager and 10 years as an equity portfolio manager and research analyst. He was also a portfolio manager at Regions Financial.
BS, Finance, Auburn University
MS, Finance, Georgia State University
Chartered Financial Analyst®
As president of the CFA Society of Oklahoma, Jim has served on the board since 2022.
He has been a board member and chair of Ronald McDonald House Charities of Tulsa, Inc., and continues to serve as board chair of the organization’s charities investment program.
From 2019 to 2020, he was a foundation board member of Metro Christian Academy.
Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies — all with one guiding mission: to give you financial peace of mind.
Our advisors aren’t just credentialed professionals; they’re your neighbors, mentors, and advocates. From volunteering locally to guiding client legacies, we believe trust is built through service both inside and outside the office.
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