Tim Hopkins
Senior Vice President-Portfolio Manager at Trust Co. of Oklahoma
About
Tim Hopkins is Senior Vice President and Portfolio Manager at Trust Company of Oklahoma, where he oversees investment portfolios for clients in Oklahoma City and beyond. In this capacity, he provides strategic guidance across a range of asset classes, with a particular focus on equity investments, and leverages deep experience to tailor solutions for individuals, families, and institutions. Hopkins is also actively involved in thought leadership, contributing analysis on topics such as inflation and portfolio diversification to the firm’s client communications.
With over 30 years in the investment management industry, Hopkins previously served as Senior Portfolio Manager at Bank of Oklahoma and Portfolio Manager at Bank of America Private Bank. Earlier roles include significant tenures at Salomon Smith Barney Holdings and Deloitte Haskins & Sells, equipping him with comprehensive expertise in financial consulting, private wealth, and asset management.
Hopkins holds a Bachelor’s degree in Accounting from Oklahoma State University. His professional credentials are enhanced by extensive experience managing portfolios through market cycles, with a focus on equities, fixed income, and multi-asset strategies, positioning him as a trusted advisor for complex wealth management needs in the financial services sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Oklahoma | Senior Vice President-Portfolio Manager | Apr 2018 to Present | — |
| Bank of Oklahoma | Senior Portfolio Manager | Mar 2005 to Mar 2018 | — |
| Bank of America Private Bank | Portfolio Manager | Oct 2000 to Mar 2005 | — |
| Salomon Smith Barney Holdings Inc. (NYSE: SB) | Financial Services Consultant | Nov 1993 to Sep 2000 | — |
| Merrill Lynch | Financial Services Consultant | Sep 1992 to Oct 1993 | — |
| The Prudential Insurance and Financial Services | Director of Financial Management Center | Mar 1991 to Jun 1992 | — |
| Covenant Financial Services/Sun Financial Group | Financial Planner | Mar 1985 to Feb 1991 | — |
| Deloitte Haskins Sells ( A.F.Ferguson & Co.) | Staff Tax Accountant | Aug 1980 to Feb 1985 | — |
Education
Oklahoma State University
Bachelor's degree, Accounting
1976 — 1980
Others at Trust Co. of Oklahoma (5)
| Name | Role | Location |
|---|---|---|
| SVP, Portfolio Manager | Tulsa, OK , United States | |
| Portfolio Manager | Tulsa, OK , United States | |
N Nick Gallus | Senior Vice President and Portfolio Manager | Tulsa, OK , United States |
| Investment Officer | Tulsa, OK , United States | |
J Joseph Mobley | Portfolio Manager | Tulsa, OK , United States |