Patti Sue Robertson
Trading-Equity at Cavanal Hill Investment Management, Inc.
Profile
Ms. Patti S.
Robertson is a Senior Vice President & Head of Trading at Cavanal Hill Investment Management, Inc. She oversees all equity and fixed-income trading.
Ms. Robertson began her investment career at BOK Financial in 1981 as an Assistant Trader in the Bank of Oklahoma Capital Markets group.
Subsequently, she ran the trading desk for BOK’s Trust Division before joining Cavanal Hill in 1990.
She attended Tulsa Community College.
Patti Sue Robertson active positions
| Companies | Position | Start |
|---|---|---|
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Trading-Equity | 1989-12-31 |
Former positions of Patti Sue Robertson
| Companies | Position | End |
|---|---|---|
| BOK FINANCIAL CORPORATION | Corporate Officer/Principal | 1989-12-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BOK FINANCIAL CORPORATION | Finance |
| Private companies | 1 |
|---|---|
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Finance |
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