Clint Dishman

Clint Dishman

Director, Strategic Investment Advisors BOK Financial
Expertise
  • Portfolio Management
  • Investment Strategy
  • Asset Management

Clint Dishman manages the Strategic Investment Advisors group, which provides the research and analytics that build the foundation for investment services within BOK Financial. The group conducts asset allocation research, manager selection and oversight, and market analysis, all of which are utilized by areas of institutional wealth, private wealth and BOK Financial Advisors to deliver investment solutions for wealth management clients.

Clint is also responsible for managing BOK Financial institutional investment advisors and retirement consultants, as well as many of BOK Financial’s collective investment trusts. In addition to serving as a member of the asset allocation committee, he also serves as chairman of the alternative investment committee and is a member of the alternative investments committee.

Dishman has provided consulting and investment management services since 1999 and joined BOK Financial in 2004.

He is a Chartered Financial Analyst (CFA) and a graduate of the University of Tulsa, where he earned a bachelor’s degree in business administration and an MBA.

Outside of the office, he enjoys woodworking projects.

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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.

BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2024 BOKF, NA.