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Profiel
Mr. Robert A. McCormick, CFA MBA, is Senior Executive Vice President & COO at The Trust Company of Oklahoma.
He has been a portfolio manager with Trust Company of Oklahoma since 1992.
He is also a member of board of directors for TCO.
Before joining TCO, Mr. McCormick served as vice president of trust investments at First National Bank of Tulsa.
Prior to this, he worked as a securities analyst and internal auditor for Edward Jones.
Mr. McCormick earned both his bachelor’s degree in finance and economics and an MBA from Oklahoma State University.
He holds the Chartered Financial Analyst designation as well as the Chartered Alternative Investment Analyst designation and is past president of the Oklahoma Society of Financial Analysts.
He has previously been active in the CFA Institute and was an adjunct professor at Oklahoma State University in Tulsa.
Eerdere bekende functies van Bob McCormick
| Bedrijven | Functie | Einde |
|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management. | Operationeel Directeur | 01-01-2020 |
| TRUSTCO BANK CORP NY | Voorzitter | 09-01-2012 |
Trustco Bank, NA
 Trustco Bank, NA Major BanksFinance Operates as a nationaly chartered commercial bank | Directeur/Bestuurslid | 19-05-2016 |
Trustco Bank Corp. (New York) (Investment Management)
 Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank develops carefully focused objectives for client accounts based on their income requirements, tax status, the nature and extent of their other holdings, tolerance for risk, and personal attitudes as an investor. Once an investment objective and optimal asset allocation have been identified, the client’s portfolio is reviewed on a regular basis and appropriate changes are made to meet the needs of your current financial situation and long-term goals. Then the firm provides continuing, attentive management based on those objectives. | Voorzitter | - |
Opleiding van Bob McCormick
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
32
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
TrustCo Bank Corp. NY
 TrustCo Bank Corp. NY Savings BanksFinance Operates as a savings and loan holding company | Finance |
The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management. | Finance |
Trustco Bank Corp. (New York) (Investment Management)
Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank develops carefully focused objectives for client accounts based on their income requirements, tax status, the nature and extent of their other holdings, tolerance for risk, and personal attitudes as an investor. Once an investment objective and optimal asset allocation have been identified, the client’s portfolio is reviewed on a regular basis and appropriate changes are made to meet the needs of your current financial situation and long-term goals. Then the firm provides continuing, attentive management based on those objectives. | Finance |
Oklahoma State University
 Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trustco Bank, NA
Trustco Bank, NA Major BanksFinance Operates as a nationaly chartered commercial bank | Finance |
