March 21, 2023

Financial institution OZK hires Jordan Waldrep for funding place

Financial institution OZK has employed Jordan Waldrep as Chief Funding Officer, Belief and Wealth. On this capability, Waldrep might be accountable for management of the group offering funding and wealth administration methods to Financial institution OZK purchasers.

“Financial institution OZK prides itself on attracting high expertise, and we’re so happy to welcome a thought chief like Jordan to our group,” stated Chris Henry, Managing Director, Belief and Wealth. “His depth of expertise in funding administration together with market developments and portfolio concerns will deliver added worth to our purchasers, delivered with the usual of excellence they count on from Financial institution OZK.”

Waldrep is a CFA charterholder with over 20 years of expertise within the funding administration trade. Previous to becoming a member of Financial institution OZK, he was Principal and Chief Funding Officer at TrueMark Investments managing ETFs.

Waldrep’s earlier expertise additionally contains portfolio supervisor at USA Mutuals for a number of mutual funds, portfolio supervisor for a pair of lengthy fairness portfolios at Blackfin Capital, and principal at Hourglass Capital offering analysis for a long-short hedge fund.

“I’m excited to hitch an trade chief like Financial institution OZK to assist our purchasers navigate immediately’s monetary market to fulfill their funding objectives,” stated Waldrep. “I look ahead to working with this skilled group on progressive options which can be customized tailor-made to fulfill our purchasers’ wants in order that they proceed to construct wealth whereas additionally preserving it for generations to return.”

Waldrep acquired his B.A. from Texas A&M College and earned an M.B.A. in finance from the College of Texas McCombs College of Enterprise.

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