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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Oklahoma | SVP, Portfolio Manager | May 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
Others at Trust Co. of Oklahoma (5)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Tulsa, OK , United States | |
N Nick Gallus | Senior Vice President and Portfolio Manager | Tulsa, OK , United States |
| Senior Vice President-Portfolio Manager | Oklahoma City, OK , United States | |
| Investment Officer | Tulsa, OK , United States | |
J Joseph Mobley | Portfolio Manager | Tulsa, OK , United States |