We take a consultative approach in working with you to design investment solutions that meet the needs of your organization.Contact Us
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.
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.
Aaron S. Clark, CPA, CFA
Aaron co-manages all aspects of portfolio management , security selection, and client support. Aaron started his career in public accounting before working as Director of Equity Research for a hedge fund and portfolio management at J.P. Morgan. He received his BSBA from the University of Tulsa.
Randy co-manages all aspects of portfolio management, security selection, and client support. Randy has worked with institutional investors for over 20+ years and has specialized knowledge in numerous aspects of the fixed income markets. He received his BSBA from the University of Missouri.
Managing Director - DFW Market
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.
Clay covers all aspects of portfolio management, security selection, and client support. Clay has worked with institutional investors for more than 16 years. He received his BSBA from the University of Kansas.
Years of Experience: 26
Education: Houston Baptist University, BSBA
Years of Experience: 40
Education: University of Arkansas
Years of Experience: 14
Education: University of Nebraska-Kearney, BSBA
Years of Experience: 25
Education: University of Tennessee, BSBA
Years of Experience: 16
Education: Kansas State University, BSBA
Years of Experience: 12
Education: Young University, BSBA; University of Utah, MBA
Kevin S. Rauckman
Kevin brings nearly 30 years of finance and accounting experience to our team most recently as the CFO/Treasurer of Garmin Ltd and their related domestic and international subsidiaries. Kevin serves as a resource to our client base and provides unique operational insights and efficiencies as it relates to the intricacies of corporate cash management.
Read the most recent Economic Commentary from BOK Financial's Chief Investment Officer, Jim Huntzinger.View Newsletter
To learn more, contact an advisor today.Let's Talk