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Corporate Cash Investments

We take a consultative approach in working with you to design investment solutions that meet the needs of your organization.

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Customized Investment Solutions

Our Corporate Cash Investments Group provides customized investment solutions for corporations and other institutional investors. Our diversified solutions range from short-term, separately-managed fixed income portfolios to broadly diversified portfolios with exposures to equity, alternative and fixed income asset classes.

Meet Our Team

With more than 10 dedicated investment professionals, our team takes a consultative, service-based approach in working with you to design investment solutions that meet the needs of your organization.

  • Erika Garcia
    Client Service Specialist | DFW Market
    214-576-0824
    egarcia@bokf.com

  • Richard Grant
    Managing Director | DFW Market
    r.grant@bokf.com
    Richard serves as the team’s point for the DFW market and co-manages all aspects of portfolio management, security selection, and client support. Richard began his career in institutional investments at Bear Stearns where he worked for 16 years before joining BOK Financial Securities in 2008. Richard has an MBA from Columbia University and an undergraduate degree from Georgetown University.

  • Brandy Strader
    Municipal Bonds
    Years of Experience: 30
    Education: Houston Baptist University, BSBA

    Ann Spriggs
    MBS/CMO/CMBS/ABS
    Years of Experience: 44
    Education: University of Arkansas

    Levi Lura
    MBS/CMO/CMBS/ABS
    Years of Experience: 14
    Education: University of Nebraska-Kearney, BSBA

    Nathan Turner
    Agency/Government/Underwriting
    Years of Experience: 21
    Education: University of Tennessee, BSBA

    Brent Crandall
    Corporate/CP
    Years of Experience: 15
    Education: Brigham Young University, BSBA; University of Utah, MBA

Account Access

Clearwater
Sungard
Portfolio Online (Trust Accounts)

Personal and Business Accounts

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.