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Becca Mitchell, CFA

Vice President & Portfolio Manager

  • Tulsa

918.744.0553

Biography

Becca Mitchell joined Trust Company Oklahoma as an investment officer in 2018.

As vice president in our investment management division, she focuses on foundation and endowment management, corporate retirement plans, retirement planning, and wealth management.

MBA, University of Tulsa Chartered Financial Analyst® (CFA)
Becca is a provisional member of Junior League of Tulsa, a premier training organization for women that offers diverse skill-building experiences to prepare members for civic and professional leadership. She is also a member of the TU Student Investment Advisory Fund Board. In the past, she has volunteered with Reading Partners and held a number of positions, including secretary and vice president, with Clarehouse.

Becca enjoys reading, baking, and exploring Tulsa with her husband and son. She has travelled to more than 20 countries and looks forward to visiting more.

Meet the people
behind the promise

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.

Expertise Rooted in Purpose

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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Insights From Becca Mitchell, CFA

Explore articles, perspectives, and practical advice from our team. Each piece reflects the values, expertise, and client-first mindset that define our work at TCO.

Preventing Supply Chain Strain

Can bringing manufacturing back to the United States be the answer to the many challenges of global production?
Becca Mitchell, CFA
Vice President & Portfolio Manager

Rethinking Portfolio Diversification

S&P 500 Concentration and Tech Growth Have Changed the Landscape of Investing
Becca Mitchell, CFA
Vice President & Portfolio Manager

Getting Banks Back on Track

Understanding Recent Bank Failures and How They Compare to 2008
Becca Mitchell, CFA
Vice President & Portfolio Manager

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Whether you're planning for retirement, managing a trust, or just exploring your options — let’s connect.​

We’re here to help you navigate life’s financial milestones with confidence. Reach out to speak with a member of our team or explore the services we offer.

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