As many of you know, Tom Wilkins recently retired as CEO of Trust Company of Oklahoma and I am humbled by the opportunity to lead this great company and build upon Tom’s rich heritage.
Over the last two decades, I had the pleasure of working alongside Tom as we grew our company from $500 million in client assets under management to almost $5 billion today. Furthermore, Tom has done a fantastic job hiring and retaining our most important asset, our employees. He assembled a world class team of professionals with the expertise necessary to serve our customers with the level of professionalism and dedication that they expect and deserve.
I would like to reassure you that, throughout this transition, our mission and core values remain unchanged. While we will miss Tom, we are grateful for everything he has done for our clients and employees over the last 30 years.
Recently, TCO’s Board of Directors approved the promotion of four officers who have done an exceptional job serving our clients. I am proud to share that Michael Hopper has been promoted to Chief Operating Officer. Philip Mock is now TCO’s Chief Investment Officer. Nick Gallus has been promoted to Director of Investment Research while Bri Ghosn has been promoted to Controller. Please join me in congratulating Michael, Philip, Nick and Bri for their well deserved promotions.
Finally, it is my pleasure to introduce to you two highly qualified employees who have recently joined our team: John
Priebe and Jackie Jimenez.
John is a portfolio manager and serves as Assistant Vice President in the investment management department. Before joining the company, John worked at Mariner Wealth Advisors and Northern Trust. He holds the Certified Financial Planner (CFP®) designation. John is a member of the CFA Society of Oklahoma, and a CFA Level II candidate.
Jackie serves as TCO’s Compliance Officer. She has over a decade of experience in the accounting and auditing industry. She previously served as a Senior Auditor for firms in Texas and Tulsa, with an emphasis in financial institutions and retirement plans. Jackie is currently working towards earning her CPA designation.
As always, we appreciate your confidence and the opportunity to serve you.