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.

Portfolio Management

Aaron S. Clark, CPA, CFA
Managing Director
aclark@bokf.com
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 Boatman
Managing Director
rboatman@bokf.com
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.

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.

Clay Fisher
Vice President
cfisher@bokf.com
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.

Client Experience and Support

Lisa Moberly
Years of Experience: 7
T: (913) 234-6648
lmoberly@bokf.com

Diana Youngdahl
Years of Experience: 17
T: (913) 234-6682
dyoungdahl@bokf.com

Conner Hanlon
Years of Experience: 3
T: (913) 234-6645
chanlon@bokf.com

Trading and Analysis

Brandy Strader
Municipal Bonds
Years of Experience: 26
Education: Houston Baptist University, BSBA

Ann Spriggs
MBS/CMO/CMBS/ABS
Years of Experience: 40
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: 25
Education: University of Tennessee, BSBA

Brian Maher
Corporate/CP/Repo
Years of Experience: 16
Education: Kansas State University, BSBA

Brent Crandall
Corporate/CP
Years of Experience: 12
Education: Young University, BSBA; University of Utah, MBA

Advisory Counsel

Kevin S. Rauckman
Managing Director
krauckman@bokf.com
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.

Newsletter

Complimentary Newsletter

Read the most recent Economic Commentary from BOK Financial's Chief Investment Officer, Jim Huntzinger.

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