Michael Fogarty

Michael Fogarty, CFA, serves as Vice President and Portfolio Manager in the Investment Management division at Trust Company of Oklahoma in Tulsa, overseeing investment portfolios for high-net-worth individuals and institutional clients. His responsibilities span strategic asset allocation, manager selection, and portfolio construction within diverse asset classes, including public equities, fixed income, and multi-asset strategies.

Fogarty brings over two decades of experience, having previously managed portfolios at Bank of America Private Bank for five years and prior to that spent fourteen years at Scout Investments, where he was a mutual fund manager and director of equity research specializing in publicly traded equities and sector analysis. His expertise covers active management of U.S. and international equities, fixed income instruments, and alternative investments tailored to both private clients and institutions.

He holds an MBA in Finance from Washington University in St. Louis (Olin Business School) and a BS in Accounting from the University of Kansas, along with the Chartered Financial Analyst (CFA®) designation. Fogarty is active in professional organizations such as the CFA Society of Oklahoma and has contributed to industry initiatives, including participation in the CFA Institute’s Research Challenge, demonstrating a commitment to advancing investment research and mentorship in the finance sector.