Nick Gallus
Senior Vice President and Portfolio Manager at Trust Co. of Oklahoma
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Oklahoma | Senior Vice President and Portfolio Manager | Apr 2014 to Present | — |
| MidFirst Bank | Senior Investment Analyst | Jun 2013 to Mar 2014 | — |
| Parnassus Investments | Research Intern | Jun 2012 to Aug 2012 | — |
| Piper Jaffray | Equity Research Analyst | Apr 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 Jaffray | High Yield Research Associate | Jan 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 Carpenter | Risk Analyst | May 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
Others at Trust Co. of Oklahoma (5)
| Name | Role | Location |
|---|---|---|
| SVP, Portfolio Manager | Tulsa, OK , United States | |
| 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 |