Sign in
Michael Abboud

Michael Abboud

SVP, Portfolio Manager at Trust Co. of Oklahoma

Tulsa, OK , United States

About

Michael Abboud is Executive Vice President, Chief Investment Officer, and Portfolio Manager at Trust Company of Oklahoma in Tulsa, Oklahoma. Since joining the firm in 2003, he oversees investment management for high net worth individuals, foundations, and trusts, with responsibilities spanning portfolio construction, asset allocation, and risk management. His investment expertise covers a broad range of asset classes including equities, fixed income, and alternative strategies, with a particular emphasis on retirement planning, wealth management, and developing tailored investment solutions for clients in the Southwest region.

Prior to entering the financial industry, Abboud conducted neuroscience research at the W.K. Warren Medical Research Foundation, earning recognition and publication for his scientific work. He has also demonstrated community leadership, serving as President of the CFA Society of Oklahoma and as a board member for Leadership Tulsa and Jenks Public Schools Foundation.

Abboud holds an MBA (Finance concentration) and a BS in Biology/Chemistry from The University of Tulsa, graduating with academic honors as a member of Beta Gamma Sigma. He is a CFA charterholder, recognized for his commitment to professional standards and excellence in investment management within both the local and broader financial community.

Career History

OrganizationRoleDate RangeDetails
Trust Company of OklahomaSVP, Portfolio ManagerMay 2003 to Present
Asset manager and estate planning high net worth individuals, foundations, endowments, trust, individual accounts, IRA's & 401k's. Responsible for: insuring accounts are consistent with stated invest...

Education

The University of Tulsa

MBA, Finance concentration

The University of Tulsa

BS, Biology/Chemistry

Skills & Expertise

Asset Allocation
Investments
Mutual Funds
Retirement Planning
High Net Worth Individuals
401k
Portfolio Management
Investment Policy
Financial Analysis
Wealth Management
Investment Strategies
Equities
Management
Asset Management
Finance
Wealth Management Services

Others at Trust Co. of Oklahoma (5)

NameRoleLocation
Michael Fogarty
Michael Fogarty
Portfolio ManagerTulsa, OK , United States
N
Nick Gallus
Senior Vice President and Portfolio ManagerTulsa, OK , United States
Tim Hopkins
Tim Hopkins
Senior Vice President-Portfolio ManagerOklahoma City, OK , United States
Andrea Esparza
Andrea Esparza
Investment OfficerTulsa, OK , United States
J
Joseph Mobley
Portfolio ManagerTulsa, OK , United States