Jordan Waldrep Joins Bank OZK as Chief Investment Officer, Trust and Wealth
Bank OZK (Nasdaq: OZK) has appointed Jordan Waldrep as the new Chief Investment Officer for Trust and Wealth. Waldrep, a CFA charterholder with over 20 years of experience in investment management, will lead the team responsible for providing investment and wealth management strategies to clients. His previous roles include CIO at TrueMark Investments and portfolio manager at USA Mutuals. Bank OZK, established in 1903, operates over 240 branches across eight states and reported total assets of $26.23 billion as of September 30, 2022.
- Appointment of Jordan Waldrep as Chief Investment Officer enhances leadership in investment management.
- Waldrep brings extensive experience with over 20 years in investment management, likely improving client strategies.
- None.
LITTLE ROCK, Ark., Dec. 20, 2022 (GLOBE NEWSWIRE) -- Bank OZK (Nasdaq: OZK) has hired Jordan Waldrep as Chief Investment Officer, Trust and Wealth. In this capacity, Waldrep will be responsible for leadership of the team providing investment and wealth management strategies to Bank OZK clients.
“Bank OZK prides itself on attracting top talent, and we are so pleased to welcome a thought leader like Jordan to our team,” stated Chris Henry, Managing Director, Trust and Wealth. “His depth of experience in investment management including market trends and portfolio considerations will bring added value to our clients, delivered with the standard of excellence they expect from Bank OZK.”
“I am excited to join an industry leader like Bank OZK to help our clients navigate today’s financial marketplace to meet their investment goals,” said Waldrep. “I look forward to working with this experienced team on innovative solutions that are custom tailored to meet our clients’ needs so they continue to build wealth while also preserving it for generations to come.”
Waldrep is a CFA® charterholder with over 20 years of experience in the investment management industry. Prior to joining Bank OZK, he was Principal and Chief Investment Officer at TrueMark Investments managing ETFs. Waldrep’s previous experience also includes portfolio manager at USA Mutuals for multiple mutual funds, portfolio manager for a pair of long equity portfolios at Blackfin Capital, and principal at Hourglass Capital providing research for a long-short hedge fund.
Waldrep received his B.A. from Texas A&M University and earned an M.B.A. in finance from the University of Texas McCombs School of Business.
ABOUT BANK OZK
Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations through over 240 offices in eight states including Arkansas, Georgia, Florida, North Carolina, Texas, New York, California and Mississippi and had
Media Contact: Michelle Rossow, Chief Communications Officer, 501-906-3922
FAQ
Who is the new Chief Investment Officer at Bank OZK?
What are Jordan Waldrep's credentials?
What is Bank OZK's total assets as of September 30, 2022?
What does Bank OZK specialize in?
In which states does Bank OZK operate?
