Stride Bank Growing Wealth Management Team
Welcome, Brad Wallace!
Brad Wallace
OKLAHOMA CITY, July 28, 2022 (GLOBE NEWSWIRE) — Stride Bank is pleased to announce Brad Wallace as the new Chief Investment Officer for the bank’s Wealth Management division. Wallace has a strong background in portfolio management, investment strategy and asset allocation, particularly with high net worth individuals. His consistent and unwavering focus, especially in times of economic uncertainty, will prove invaluable to Stride’s clients.
“For decades, the wealth management team at Stride has helped clients manage their assets with the highest level of care, diligence and thoughtful planning. I am incredibly excited to join this team of professionals and expand the client-centric foundation they have built,” said Brad .
Most recently, Brad served as Vice President of JP Morgan Private Bank in Oklahoma City. Previously, he was a portfolio manager at MidFirst Private Wealth Management, and a buy-side equity derivatives player at Caption Partners, a NYC/OKC-based hedge fund. He worked with high-level clients and assets, gaining industry expertise while providing investment education and mentorship to the diverse clients he served. He is excited to bring that same approach to Stride Bank while providing sound investment strategies and guidelines.
“Brad’s institutional experience and knowledge of non-traditional asset classes elevates our portfolio management skills to a level competitive with the much larger, regional firms,” said Kevin Karpe, president of Stride Wealth Management Group.
Born and raised in Oklahoma City to a single mother, Brad has learned the importance of hard work and time management from a very early age. Starting with his first job at the age of 16, his unwavering work ethic and passion resonates with many, especially the hardworking communities of rural Oklahoma. He holds a BBA in finance from the University of Central Oklahoma and is a CFA (Chartered Financial Analyst) charterholder, where he is an active member of the CFA Society of Oklahoma.
About Stride Bank NA Founded in 1913, Stride Bank is an Oklahoma-based financial institution. We offer a complete range of financial services such as consumer and business banking, mortgages, asset management and financial management, and we have also developed and currently manage highly specialized payment solutions for several national fintech companies. While we are steadfast in our pursuit to continue to innovate and offer new financial solutions, we will always be loyal to our community banking roots in Oklahoma. We have branches across Oklahoma in Enid, Tulsa, Oklahoma City, Bartlesville, Blackwell, Woodward and Mooreland. Member FDIC. Like mortgage lender. Learn more at www.stridebank.com.
Contact: Kyle Clifton
Email: [email protected]
Telephone: 918-508-2031
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