Dillon Brumbaugh
Trust Investment Manager at Arvest Wealth Management
- Role
- Trust Investment Manager at Arvest Wealth Management
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Dillon Brumbaugh
I focus on building disciplined investment systems that combine fiduciary stewardship…
Experience
Trust Investment Manager
Oct 2024 — Present · Tulsa, OK, US
Oversee discretionary management of multi-asset trust portfolios (equities, fixed income, real assets, alternatives) totaling $515 million+, ensuring compliance with fiduciary standards- Conduct in-depth market, sector, and security analysis, using both qualitative and quantitative methods to inform allocation shifts- Develop and implement dynamic asset allocation strategies designed to enhance diversification and improve risk-adjusted returns- Present performance reports, market outlooks, and allocation recommendations to clients, trust beneficiaries, and internal investment committees- Collaborate with Trust Officers, Wealth Advisors, and estate planning professionals to align investment strategies with tax, retirement, and estate considerations- Implement comprehensive risk management frameworks, monitoring market and economic trends to proactively adjust client portfolios.
Education
Southern Nazarene University
Bachelor's degree, Finance and Economics
2007 — 2012
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