Brooke Clark

Brooke Clark

Brooke Clark

Relationship Manager, Institutional Wealth

BOK Financial

Expertise

  • Nonprofits, Endowments, Foundations
  • Portfolio Management
  • Relationship Management

Brooke Clark serves as an institutional client advisor for the Institutional Wealth team at BOK Financial. She joined the company in 2016 and has been working in the industry since 2010.

Her specialty is working with endowments, foundations, and nonprofits and helping through investment management, long-term financial sustainability, board education and governance, and other resources. She is part of the dedicated nonprofit team and a subject matter expert in this space.

She previously served on the board of directors for the Owasso Education Foundation and currently for the Oklahoma Center for Nonprofits. In addition, she received the Presidential Volunteer Service Award (PVSA) in 2021, 2022, and 2024. In 2021, she was also honored as one of The Journal Record's Achievers Under 40 Honorees.

Brooke received a bachelor’s degree in finance from Oklahoma Baptist University and a Master of Science in Finance from Penn State University. She also holds the Accredited Investment Fiduciary® (AIF®) designation.

Outside of the office, Clark enjoys attending community fundraisers, watching college football, and hanging out with her husband and three children. She finds working directly with nonprofits, foundations and endowments to be incredibly rewarding.

BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

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.

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.

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.

The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.

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