OKLAHOMA PUBLIC FINANCE

We're at home in Oklahoma — just like you. And our team of knowledgeable leaders in municipal finance has years of experience in the Oklahoma municipal marketplace.

Experienced Leader in the State

In 1998, BOK Financial Securities effectively solidified the foundation of our public finance division by purchasing the assets of Leo Oppenheim & Co., Inc., a privately-owned investment banking firm established in 1919. Our services include underwriting, financial advisory services, debt policies and placement agent services. Today, as the largest Oklahoma-based municipal bond investment banking firm, we deliver results for Oklahoma clients.

Opportunities in Funding Alternatives

BOK Financial Securities has had the good fortune to work with many of the issuers in the State of Oklahoma. Our investment bankers help meet the capital improvement needs of many of Oklahoma’s state and local governments, colleges and universities, schools, Native American entities, hospitals, public trusts and corporations.

Qualified and Specialized

We offer our Oklahoma clients a strong combination of underwriting capabilities, distribution network and financial advisory services. Rely on our knowledgeable relationship managers from our Investment Banking, Institutional Sales and Trading, and Retail Sales divisions.

Oklahoma's Leading Underwriter in 2015

BOK Financial Securities was once again the dominant underwriter of municipal bonds in the State of Oklahoma in 2015. Our firm acted as Senior or Co-Managing Underwriter on 104 separate issues during the year (almost twice the number of our next highest competitor).

Download More Information

OUR TEAM


John N. Waldo

Senior Investment Banker
T: (405) 272-2257
M: (405) 590-0606
jwaldo@bokf.com

John Waldo joined Leo Oppenheim & Co, Inc. in February 1987. He graduated from the University of Oklahoma in 1974 and received his professional designation as Certified Public Accountant in 1975. Waldo has assisted Oklahoma corporations, schools, universities, municipal clients and not-for-profit entities with various bond-financing needs. He combines the computer skills to analyze sophisticated alternatives with the communication skills to share the results with his clients. Waldo serves as treasurer of the Leadership Foundation of Oklahoma City and the Harn Homestead. He has served on the executive committee of the Last Frontier Council of Boy Scouts of America. He and his wife are active in the First United Methodist Church in Oklahoma City.
Christopher A. Gander

Investment Banker
T: (405) 272-207
M: (405) 831-0789
cgander@bokf.com

Chris Gander bio photo Chris Gander has been with BOK Financial Securities since March 2000. He graduated from Southeastern Oklahoma State University with a Bachelor of Science in Economics. Prior to joining BOK Financial Securities, Gander worked as a hub manager for Community First Bank's Investment division in Colorado. Gander is a registered investment advisor and CFP®.
Zack Robinson

Investment Banker
T: (405) 272-2199
M: (405) 412-6006
zrobinson@bokf.com

Zack Robinson bio photo Zack Robinson joined BOK Financial Securities, Inc. in August 2010. He has been an investment banker since 2007 and over that time has assisted state agencies, universities and colleges, school districts, municipalities and corporations with their financing needs. Robinson received his B.S. in Political Science from Oklahoma State University in 2005 and his Master of Business Administration from Oklahoma State in 2007.
Jeff Edwards

Underwriting Administrator
T: (405) 272-2132
jedwards@bokf.com

Cecile Baskett

Executive Assistant
T: (405) 272-2383
cbaskett@bokf.com

RANKINGS

Recent Transactions: Financial Advisor
Date Amount of Offering Issuer/Description
03/31/2016 $103,045,000 Cleveland County Educational Facilities Authority
(Moore Public Schools Project)
Educational Facilities Lease Revenue Bonds, Series 2016
03/24/2016 $16,400,000 Moore Public Schools (I.S.D. No. 2 Cleveland County)
General Obligation Combined Purpose Bonds, Series 2016
03/24/2016 $2,465,000 Midwest City - Del City Schools (I.S.D. No. 52 Oklahoma County)
General Obligation Building Bonds, Series 2016B
03/23/2016 $33,520,000 Edmond Public Schools (I.S.D. No. 12 Oklahoma County)
General Obligation Building Bonds, Series 2016
03/09/2016 $2,805,000 City of Moore, Oklahoma
General Obligation Bonds of 2016
02/25/2016 $2,100,000 Sulphur Public Schools (I.S.D. #1 Murray County)
General Obligation Building Bonds of 2016
02/17/2016 $5,700,000 Leflore County Sales Tax Supported Hospital Authority
Sales Tax Revenue Note, Taxable Series 2016
01/27/2016 $9,840,000 Midwest City-Del City Schools (I.S.D. No. 52 Oklahoma County)
General Obligation Building Bonds, Series 2016A
01/06/2016 $4,200,000 City of Nichols Hills, Oklahoma
General Obligation Bonds, Series 2016
12/30/2015 $7,060,000 Moore Public Schools (I.S.D. No. 2 Cleveland County)
General Obligation Building Bonds, Series 2015
11/20/2015 $7,355,000 Oklahoma Baptist University Authority
(Oklahoma Baptist University Project)
Refunding Revenue Note, Series 2015A
11/20/2015 $3,500,000 Oklahoma Baptist University Authority
(Oklahoma Baptist University Project)
Refunding Revenue Note, Series 2015B
10/30/2015 $4,800,000 Yukon Municipal Authority
2015A Revenue Note
09/15/2015 $2,400,000 Yukon Municipal Authority
2015 Revenue Note
08/27/2015 $9,600,000 Edmond Public Schools (I.S.D. No. 12 Oklahoma County)
General Obligation Building Bonds, Series 2015
08/19/2015 $4,065,000 Leflore County Sales Tax Supported Hospital Authority
Sales Tax Revenue Note, Taxable Series 2015
07/21/2015 $5,530,000 Altus Municipal Authority
Electric System Revenue Note, Series 2015
07/02/2015 $5,875,000 City of Moore, Oklahoma
General Obligation Bonds of 2015B
06/24/2015 $6,885,000 City of Yukon, Oklahoma
General Obligation Refunding Bonds, Series 2015
06/18/2015 $12,500,000 Mustang Public Schools (I.S.D. 69 Canadian County)
General Obligation Combined Purpose Bonds, Series 2015
06/17/2015 $37,500,000 Oklahoma City Public Schools (I.S.D. 89 Oklahoma County)
General Obligation Bonds of 2015
06/16/2015 $3,325,000 Oklahoma Industries Authority
Revenue Note, Series 2015 (YMCA of Greater Oklahoma City Earlywine Project)
06/12/2015 $4,500,000 Woodward Municipal Authority
Lease Revenue Notes, Series 2015A
06/11/2015 $1,400,000 El Reno Municipal Authority
Sales Tax Revenue Note, Series 2015
06/03/2015 $2,300,000 Altus Municipal Authority
Series 2015 Drinking Water SRF Promissory Note to the Oklahoma Water Resources Board
05/29/2015 $4,200,000 City of Nichols Hills, Oklahoma
General Obligation Bonds, Series 2015
05/12/2015 $5,500,000 Woodward Municipal Authority
Sales Tax Revenue Note, Series 2015
05/07/2015 $1,620,000 Tulsa Industrial Authority
Tax Apportionment Refunding Bonds, Series 2015 (Taxable) (Tulsa Hills Increment District Project)
Recent Transactions: Underwritings
Date Amount of Offering Issuer/Description Role
03/01/2016 $32,525,000 City of Oklahoma City, Oklahoma
General Obligation Refunding Bonds, Series 2016
Co-
Manager
02/24/2016 $14,240,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education Master
Real Property Lease Revenue Bonds, Series 2016A
Sole
Underwriter
12/17/2015 $100,620,000 Oklahoma Water Resources Board Revolving Fund
Revenue Bonds Clean Water Program, Series 2015
Co-
Manager
12/17/2015 $1,505,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education
Master Equipment Lease Revenue Bonds, Series 2015C
Sole
Underwriter
11/19/2015 $28,760,000 Tulsa Industrial Authority (University of Tulsa)
Student Housing Revenue Refunding Bonds,
Series 2015
Sole
Underwriter
10/22/2015 $255,760,000 Board of Regents of the University of Oklahoma
General Revenue Bonds
$213,705,000 Tax-Exempt Series 2015C
$42,055,000 Federally Taxable Series 2015D
Co-
Manager
10/22/2015 $7,870,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education
Master Real Property Lease Revenue Bonds,
Federally Taxable Series 2015E
Sole
Underwriter
09/16/2015 $39,535,000 Oklahoma Capitol Improvement Authority
State Agency Facilities Refunding Revenue Bonds,
Series 2015B
Co-
Manager
09/10/2015 $8,445,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education
Master Real Property Lease Revenue Bonds,
Series 2015D
Sole
Underwriter
08/13/2015 $117,460,000 OKLAHOMA DEVELOPMENT FINANCE AUTHORITY
Oklahoma State System of Higher Education
Master Real Property Lease Revenue Bonds
$42,145,000 Tax-Exempt Series 2015B
$75,315,000 Federally Taxable Series 2015C
Senior
Manager
07/30/2015 $21,540,000 OKLAHOMA WATER RESOURCES BOARD
State Loan Program Revenue Bonds, Series 2015A
Senior
Manager
07/30/2015 $58,305,000 OKLAHOMA CITY PUBLIC PROPERTY AUTHORITY
Hotel Tax Revenue Refunding & Improvement Bonds, Series 2015 (Oklahoma City Fairgrounds)
Senior
Manager
07/23/2015 $41,990,000 OKLAHOMA DEVELOPMENT FINANCE AUTHORITY
Oklahoma State System of Higher Education
Master Real Property Lease Revenue Bonds, Series 2015A
Senior
Manager
07/02/2015 $9,440,000 OKLAHOMA DEVELOPMENT FINANCE AUTHORITY
Oklahoma State System of Higher Education
Master Equipment Lease Revenue Bonds, Series 2015B
Sole
Underwriter
04/30/2015 $7,555,000 OKLAHOMA DEVELOPMENT FINANCE AUTHORITY
Oklahoma State System of Higher Education
Master Equipment Lease Revenue Bonds, Series 2015A
Sole
Underwriter

Let's Talk