Rich Williams

Portfolio Manager-Fixed Income at Cavanal Hill Investment Management, Inc.

Finance

Consumer Services

Energy Minerals

Active connections

Name	Gender	Age	Linked companies	Collaboration
Matt Stephani	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	18 years
Ryan Joshua Friedl	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	11 years
Mike Schloss	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	23 years
Vincent Nguyen	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	5 years
Brandon Ray Barnes	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	13 years
Likens Martin	F	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	13 years
Keaton Spencer Hoppe	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	11 years
Patti Sue Robertson	F	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	34 years
Thomas Wesley Verdel	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	19 years
Mike Maurer	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	22 years
Robert Emmet Gaston	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	19 years
Russell Lee Knox	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	19 years
Mike Kitchen	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	25 years
Chris Story	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	8 years
Jonathan Sessler	M	68	The University of Texas at Austin	40 years
Christopher Lee O’Connell	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	18 years
Leigh M. McAlister	M	74	The University of Texas at Austin	38 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Donald E. Moss	M	79	The University of Texas at Austin	10 years
David White	M	-	The University of Texas at Austin	6 years
Ken Shibusawa	M	63	The University of Texas at Austin	7 years
Eric Reehl	M	63	The University of Texas at Austin	5 years
Susanne Gealy	F	-	The University of Texas at Austin	5 years
Bryan Willson	M	-	The University of Texas at Austin	-
Audrey T. Andrews	F	57	The University of Texas at Austin	6 years
Buddie Cloys Ballard	M	-	The University of Texas at Austin	4 years
Rex W. Canon	M	63	The University of Texas at Austin	7 years
Lance J. Rosmarin	M	59	The University of Texas at Austin	7 years
David Ryan Druley	M	-	The University of Texas at Austin	18 years
Robert Carter Overton	M	-	The University of Texas at Austin	6 years
Michael Weinberg	M	-	The University of Texas at Austin	8 years
Mel S. Carter	M	-	The University of Texas at Austin	7 years
Duane King	M	63	The University of Texas at Austin	7 years
DAVID S. Peterman	M	-	The University of Texas at Austin	7 years
Tom Wilkinson	M	55	The University of Texas at Austin	6 years
Thomas J. Murphy	M	-	The University of Texas at Austin	5 years
H. Hays Lindsley	M	65	The University of Texas at Austin	7 years
Jim Long	M	-	The University of Texas at Austin	7 years
Brian C. Powers	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	-
Brian D. Baird	M	60	The University of Texas at Austin	7 years
H. Lee Matthews	M	-	The University of Texas at Austin	7 years
Allen H. Kupetz	M	-	The University of Texas at Austin	3 years
Douglas Benton	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	12 years
David Lamar Hallman	M	-	The University of Texas at Austin	6 years
Diana Walters	F	60	The University of Texas at Austin	5 years
W. Lance Schuler	M	-	The University of Texas at Austin	7 years
Stanley Bould	M	-	The University of Texas at Austin	7 years
Brad Vaughn	M	-	The University of Texas at Austin	7 years
Lisa Stephens	F	-	The University of Texas at Austin	5 years
Jim Sherwin	M	-	The University of Texas at Austin	6 years
Marilou Moursund	F	-	The University of Texas at Austin	5 years
Tom Mitchell	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	7 years
Jorge Sorokin	M	-	The University of Texas at Austin	5 years
Alex Stephen Trevino	M	61	The University of Texas at Austin	6 years
Thomas D. Williams	M	63	The University of Texas at Austin	6 years
Sudhir Joshi	M	-	The University of Texas at Austin	3 years
Gerard Arpey	M	65	The University of Texas at Austin	6 years
S. Bob Rezaee	M	-	Cavanal Hill Investment Management, Inc. Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds.	6 years
William Lockhart Garwood	M	67	The University of Texas at Austin	6 years
Jeff Lucado	M	-	The University of Texas at Austin	6 years
Barrett Rouse	M	-	The University of Texas at Austin	6 years
Brian L. Gerber	M	-	The University of Texas at Austin	6 years
Gabriela Franco Parcella	F	55	The University of Texas at Austin	5 years
Russell Kampfe	M	-	The University of Texas at Austin	4 years
Franklin Ruben	M	-	The University of Texas at Austin	7 years
David E. Schwartz	M	-	The University of Texas at Austin	7 years
Nelson Haight	M	59	The University of Texas at Austin	5 years
Michael T. Segrest	M	-	The University of Texas at Austin	6 years
John Ghiselli	M	60	The University of Texas at Austin	6 years
Thomas Fallon	M	62	The University of Texas at Austin	7 years
Ralph A. Wagner	M	-	The University of Texas at Austin	7 years
Daniel Rabinovitsj	M	59	The University of Texas at Austin	7 years
Alan D. Green	M	59	The University of Texas at Austin	4 years
Robert L. Hargett	M	-	The University of Texas at Austin	7 years
David Jarmon	M	65	The University of Texas at Austin	4 years
Wall Doug	M	-	The University of Texas at Austin	4 years
Laurie Simmons	F	-	The University of Texas at Austin	4 years
Fiur Kevin	M	-	The University of Texas at Austin	4 years
James Addison	M	-	The University of Texas at Austin	4 years
Mazlan bin Abdul Jalil	M	56	The University of Texas at Austin	4 years
Jill Lampert	F	58	The University of Texas at Austin	4 years
Robert Epstein	M	59	The University of Texas at Austin	4 years
Felipe Vilá González	M	-	The University of Texas at Austin	6 years
Bud Curley	M	-	The University of Texas at Austin	4 years
Stuart Gaylor	M	63	The University of Texas at Austin	4 years
Paul Raymond	M	61	The University of Texas at Austin	3 years
Griffith L. Miller	M	-	The University of Texas at Austin	4 years
Richard Geary	M	66	The University of Texas at Austin	3 years
Marc L. Baylin	M	-	The University of Texas at Austin	4 years
James R. McGlynn	M	-	The University of Texas at Austin	3 years
Michael Edward Keller	M	71	The University of Texas at Austin	3 years
Andrew L. Schwarcz	M	56	The University of Texas at Austin	4 years
Terry W. Dorris	M	-	The University of Texas at Austin	4 years
Belle S. Wheelan	M	-	The University of Texas at Austin	3 years
Brian R. Ervine	M	62	The University of Texas at Austin	4 years
Leslie Cedar	F	-	The University of Texas at Austin	4 years
Tsay-Jiu Brian Shieh	M	-	The University of Texas at Austin	-
William Wayne Colston	M	56	The University of Texas at Austin	4 years
Ellen Evans	M	-	The University of Texas at Austin	3 years
Joan Leonard	F	-	The University of Texas at Austin	4 years
Derek L. Willis	M	-	The University of Texas at Austin	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections