Joe Ray

Joe Ray is an experienced professional in the field of Investment Management and Trust Management with over 30 years of experience. He is currently self-employed as an Experienced Manager of Trust and Investment Services.12

Professional Background

Joe Ray has built a significant career in the financial services industry:

• He obtained a Bachelor of Science in Finance from Oklahoma State University and a Master of Business Administration from Oklahoma City University.
• Previously, he served as the Manager of the Oklahoma City Region at Trust Company of Oklahoma.
• He has held prominent positions such as Board Member of the Oklahoma State University Alumni Association and VP, Board Member at Catholic Foundation of Oklahoma Inc.
• Joe was also the Board President at Sunbeam Family Services and Managing Director of The Private Bank at Bank of Oklahoma, where he was responsible for SVP - Manager Portfolio Management Group.

Expertise and Responsibilities

Throughout his career, Joe Ray has:

• Built and developed Portfolio Management groups
• Been involved in asset allocation decision making
• Conducted due diligence duties
• Implemented asset management strategies
• Served as a fiduciary for most of his career

Professional Approach

Joe Ray is known for:

• Striving for complete customer satisfaction
• Helping clients meet the diverse and intricate challenges faced by affluent and emerging affluent community members
• Hiring talented professionals and providing them with necessary resources and support

His primary focus has been on protecting assets, growing wealth, and providing life-long advice to clients.