Laura Ann Bartlett
Fiduciary investment professional who helps Native American Tribes and their enterprises to achieve their long term financial goals. Passionate about fiduciary best practices and sound investment processes.
- Role
- Senior Vice President, Institutional Wealth at BOK Financial
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Laura Ann Bartlett
I help organizations of all sizes and types to ensure that their investment programs and retirement plans are managed to fiduciary standard of care. I want to help support the organization\'s vision, mission and purpose. My focus is on developing relationships with Native American Tribes, their leaders and their enterprises, many of whom want guidance on best practices and solutions to their pressing business problems. I love to educate others, and enjoy speaking on topics related to financial literacy, fiduciary investment processes, and institutional retirement planning. I would love to help you to generate new ideas, put them into action, and see the results. Areas of Expertise include: Fiduciary Governance and Best Practices Client Relations Plan Design and Investment Consulting Public Speaking Creative Presentations and Education-Tribal Governments and Enterprises-
Experience
Senior Vice President, Institutional Wealth
May 2013 — Present · Phoenix, AZ, US
Education
Southern Illinois University, Carbondale
BA
1976 — 1979
Center for Fiduciary Studies
AIFA
2012 — 2020
The Wharton School
CEBS
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