Joseph Mobley

Joseph Mobley serves as Assistant Vice President and Portfolio Manager at Trust Company of Oklahoma in Tulsa, where he manages client portfolios and provides investment solutions within the firm's Investment Management division. His responsibilities include asset allocation, portfolio construction, and ongoing management for a diverse client base, ensuring alignment with each client’s goals and risk tolerance.

He focuses on a broad range of asset classes, including domestic and international equities, fixed income, and alternative investments, drawing on hands-on expertise gained through prior roles in institutional investment analysis and wealth management. Before joining Trust Company of Oklahoma in 2023, Joseph was a Portfolio Manager at BOK Financial and a Trust Investments Analyst at ConocoPhillips, where he enhanced his analytical skills and industry perspective.

Joseph holds a Bachelor's degree from the University of Oklahoma, complementing his professional experience with strong academic credentials. He is recognized for his detail-oriented approach and contributions to portfolio strategy and risk management, supporting clients with tailored investment solutions that reflect current market conditions and fiduciary best practices.