BOK Financial wealth management division names new chief operating officer

Rhea-AI Summary

BOK Financial has appointed Carrie Clasen Porter as chief operations and administrative officer for its wealth management division, effective April 1, 2023. She will succeed Mindy Mahaney, who transitions to chief risk officer. Clasen Porter has been with BOK Financial since 2008, recently serving as director of investment management strategic initiatives. With strong skills in investment management and strategic initiatives, her leadership aims to enhance technology and service quality for clients. BOK Financial, based in Tulsa, manages $96 billion in assets.

Positive

• Carrie Clasen Porter appointed as chief operations and administrative officer, expected to enhance wealth management division.
• Proven experience in investment management and strategic business initiatives.
• Focus on leveraging technology to improve client services and growth opportunities.

Negative

• None.

TULSA, Okla., Dec. 07, 2022 (GLOBE NEWSWIRE) -- Carrie Clasen Porter has been named the new chief operations and administrative officer for BOK Financial’s wealth management division, effective April 1, 2023.

In this role, Clasen Porter will be responsible for ensuring that BOK Financial Wealth Management offers financial professionals the latest technology and highest-quality service to their clients. She will fill the role previously held by Mindy Mahaney, who will assume the position of chief risk officer in the new year.

Clasen Porter began her career with BOK Financial in 2008. Most recently she served as director of investment management strategic initiatives.

“Not only does Carrie have proven skills in investment management and strategic business initiatives, she is a critical and entrepreneurial thinker who is passionate about engaging with others to identify solutions or growth opportunities,” said Scott Grauer, BOK Financial wealth executive. “I’m confident that her leadership, proven skills and expertise will be instrumental to the continued growth of our wealth division.”

She graduated from Kansas State University with a dual degree in finance and management, and earned her MBA from the University of Missouri-Kansas City. She is a member of Leadership Tulsa, and serves as a board member and executive committee member for Youth Services of Tulsa. She previously served as vice president and board member for Palmer Continuum of Care.

“This role represents a tremendous opportunity to engage with colleagues to best utilize technology and the strengths of our wealth division to deliver solutions that serve our clients and continue moving our division – and BOK Financial – forward,” said Clasen Porter.

BOK Financial Corporation is a $45 billion regional financial services company headquartered in Tulsa, Oklahoma with $96 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc. and BOK Financial Insurance, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial^® in Arizona, Arkansas, Colorado, Kansas and Missouri; as well as having limited purpose offices in Nebraska, Wisconsin and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

FAQ

Who is Carrie Clasen Porter and what is her new role at BOK Financial?

Carrie Clasen Porter has been named the chief operations and administrative officer for BOK Financial's wealth management division, effective April 1, 2023.

What was the position held by Mindy Mahaney at BOK Financial?

Mindy Mahaney previously held the position of chief operations and administrative officer before becoming chief risk officer.

What are BOK Financial's total assets under management?

BOK Financial has $96 billion in assets under management and administration.

Where is BOK Financial headquartered?

BOK Financial is headquartered in Tulsa, Oklahoma.

What is the stock symbol for BOK Financial?

BOK Financial is publicly traded on NASDAQ under the stock symbol BOKF.