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Nick Gallus

Senior Vice President and Portfolio Manager at Trust Co. of Oklahoma

Tulsa, OK , United States

About

Nick Gallus is Senior Vice President and Director of Strategic Initiatives at Trust Company of Oklahoma, headquartered in Tulsa, where he leads efforts in strategic investment management and corporate initiatives. With more than 18 years of experience in the investment management industry, Gallus is responsible for asset allocation, portfolio strategy, and advising individuals, families, and organizations on complex financial matters.

Gallus specializes in research and portfolio management across a diverse set of asset classes, including equities, high yield bonds, and structured products, with notable expertise in technology equities—a sector in which his analyst team received national recognition from the Wall Street Journal. His background spans sell-side analysis and institutional investing, with previous roles as Senior Investment Analyst at MidFirst Bank and Research Intern at Parnassus Investments.

He holds a bachelor's degree in business and finance from the University of Minnesota and an MBA from the Haas School of Business at the University of California, Berkeley. A CFA charterholder and member of the CFA Society of Oklahoma, Gallus has contributed to industry thought leadership and demonstrated a commitment to rigorous investment research and strategy formulation.

Career History

OrganizationRoleDate RangeDetails
Trust Company of OklahomaSenior Vice President and Portfolio ManagerApr 2014 to Present
MidFirst BankSenior Investment AnalystJun 2013 to Mar 2014
Parnassus InvestmentsResearch InternJun 2012 to Aug 2012
Piper JaffrayEquity Research AnalystApr 2008 to May 2011
• Covered technology/internet equities, including AMZN, CTRP, DANG, DRIV, EBAY, EXPE, GSIC, LOGM, MELI, OWW, PCLN, PRTS and WWWW • Team placed in the Wall Street Journal’s 2010 & 2011 ‘Best on the Str...
Piper JaffrayHigh Yield Research AssociateJan 2006 to Mar 2008
• Researched and recommended investments among 18 restaurant/food service companies with high yield issues • Performed capital structure, financing and credit analysis of issuers • Researched industry...
Guy CarpenterRisk AnalystMay 2003 to Jan 2006
• Interacted with brokers and advised insurance company clients on appropriate reinsurance programs • Performed catastrophe loss scenario analysis to estimate losses from hurricanes, severe thundersto...

Education

University of California, Berkeley, Haas School of Business

2011 2013

UMN Carlson School of Management

1999 2003

Skills & Expertise

Fixed Income
Public Speaking
Bloomberg
Leadership
E Commerce
Financial Analysis
Equity Valuation
Corporate Finance
Equities
Series 7
Valuation
Financial Modeling
Equity Research
Portfolio Management

Others at Trust Co. of Oklahoma (5)

NameRoleLocation
Michael Abboud
Michael Abboud
SVP, Portfolio ManagerTulsa, OK , United States
Michael Fogarty
Michael Fogarty
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