Philip Mock joined Trust Company of Oklahoma in 2016 as a portfolio manager. Prior to this, Philip spent several years as a wealth advisor at Mariner Wealth Advisors, where he worked to provide clients with a wide range of financial solutions to help them achieve their goals through financial planning, investment research, risk management, and estate planning.
Before Mariner Wealth Advisors, Philip was an officer and senior auditor at BOK Financial and an Assurance Associate at PwC, LLP. At BOK Financial, Philip was a member of the Corporate Audit team, where he assisted with reviews and audits of BOKF’s SEC filings, as well as the audit of the Capital Markets division. At PwC, Philip provided a wide range of assurance services to primarily large, publically-traded companies in the energy industry.
Philip holds a master’s degree in Accounting and bachelor’s degrees in Accounting and Sociology – all from Oklahoma State University. He is a certified public accountant, a Certified Financial Planner™ professional, and holds the Chartered Financial Analyst (CFA) designation. Philip is a member of the Oklahoma Society of CPAs and the American Institute of Certified Public Accountants. He is also a member of the OSU School of Accounting Advisory Board.