Gregory Wheeler

Chief Executive Officer at

BOK Financial Private Wealth, Inc.

Finance

Consumer Services

Profile

Gregory Ayres Wheeler is the Chief Executive Officer at BOK Financial Private Wealth, Inc. since 2012.
Formerly, Mr. Wheeler was Chief Executive Officer at CoBiz Wealth LLC from 2018 to 2019 and Chief Executive Officer-Private Bank at BOK Financial Corp.
Mr. Wheeler earned an MBA from Oklahoma City University in 1992 and completed undergraduate studies at the University of Oklahoma in 1989.

Gregory Wheeler active positions

Companies	Position	Start
BOK Financial Private Wealth, Inc. BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance.	Chief Executive Officer	2012-07-31

All active positions of Gregory Wheeler

Former positions of Gregory Wheeler

Companies	Position	End
CoBiz Wealth LLC CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.	Chief Executive Officer	2019-06-30
BOK FINANCIAL CORPORATION	Corporate Officer/Principal	-

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Linked companies

Private companies	5
BOK Financial Corp. BOK Financial Corp. Major BanksFinance Operates as a bank holding company which provides commercial banking services	Finance
BOK Financial Private Wealth, Inc. BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance.	Finance
Oklahoma City University Oklahoma City University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CoBiz Wealth LLC CoBiz Wealth LLC Investment ManagersFinance CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies. Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.	Finance