Friday Financial Forum Dec. 4 in Bartlesville, Okla.

Tuesday, December 01 at 04:25 AM
Category: Arvest Community News

Join us Friday, Dec. 4 at 10 a.m. for our Friday Financial Forum. We will meet at the Friday Forum Room at Arvest's East Side Branch, located at 4225 S.E. Adams Rd. in Bartlesville, Okla.*

This week’s speaker will be Scott Phillips, Arvest Senior Vice President and Senior Portfolio Manager. He manages Arvest Bank's investment securities portfolio and serves as the Lead Manager of the following Arvest Bank Trust common trust funds: ABG Bond Fund, ABG Employee Benefit Bond Fund and ABG Government Bond Fund. 

He also serves as the co-manager of the ABG Municipal Bond Fund and manages several separately managed fixed income portfolios for Arvest Bank Trust and Arvest Investment Management Group clients. His duties include portfolio management, fixed income securities trading and research, loan and deposit pricing and hedging, and supervising the Arvest Asset Management Portfolio Management team and the Arvest Bank Portfolio team. 

Scott received a bachelor's degree in economics and finance from Missouri Southern State University and a master's degree in economics from the University of Arkansas. He achieved the designation of Chartered Financial Analyst in 1990, and is a member of the CFA Society of Arkansas. Scott has been managing portfolios for Arvest since 1988.

What you can expect at the event:

  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears & Rep. Travis Dunlap)
  • News: "The Scoop" – all about business and community happenings in Bartlesville (Billie Roane, Arvest Bank)
  • Stock Report & Economic Update: Josh Randolph**, Arvest Asset Management
  • Hilarious Anecdotes: Jim Bohnsack, Arvest Bank

Each week is different with a few surprises! So invite a friend and come enjoy delicious homemade cookies and hear about what’s going on in the Bartlesville area! Our first-time attendees are in for a special treat!

If you have any questions or would like to add someone to the email invitation list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

**Josh Randolph - Oklahoma Insurance License #122041

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution.

Tags: Bartlesville, Community Support, Oklahoma
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