Bob McCormick

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87 year

Finance

Consumer Services

Profile

Mr. Robert A. McCormick, CFA MBA, is Senior Executive Vice President & COO at The Trust Company of Oklahoma.
He has been a portfolio manager with Trust Company of Oklahoma since 1992.
He is also a member of board of directors for TCO.
Before joining TCO, Mr. McCormick served as vice president of trust investments at First National Bank of Tulsa.
Prior to this, he worked as a securities analyst and internal auditor for Edward Jones.
Mr. McCormick earned both his bachelor’s degree in finance and economics and an MBA from Oklahoma State University.
He holds the Chartered Financial Analyst designation as well as the Chartered Alternative Investment Analyst designation and is past president of the Oklahoma Society of Financial Analysts.
He has previously been active in the CFA Institute and was an adjunct professor at Oklahoma State University in Tulsa.

Former positions of Bob McCormick

Companies	Position	End
The Trust Company of Oklahoma The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management.	Chief Operating Officer	01/01/2020
TRUSTCO BANK CORP NY	Chairman	09/01/2012
Trustco Bank, NA Trustco Bank, NA Major BanksFinance Operates as a nationaly chartered commercial bank	Director/Board Member	19/05/2016
Trustco Bank Corp. (New York) (Investment Management) Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank develops carefully focused objectives for client accounts based on their income requirements, tax status, the nature and extent of their other holdings, tolerance for risk, and personal attitudes as an investor. Once an investment objective and optimal asset allocation have been identified, the client’s portfolio is reviewed on a regular basis and appropriate changes are made to meet the needs of your current financial situation and long-term goals. Then the firm provides continuing, attentive management based on those objectives.	Chairman	-

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Private companies	5
TrustCo Bank Corp. NY TrustCo Bank Corp. NY Savings BanksFinance Operates as a savings and loan holding company	Finance
The Trust Company of Oklahoma The Trust Company of Oklahoma Investment ManagersFinance TCO seeks to take advantage of the risk-return trade-off among different equity asset classes. The firm employs advanced statistical models to aid in the equity asset allocation decision. They consider equity asset classes not always sufficiently present in investors' portfolios such as small-cap and international stocks. TCO generally uses all no-load funds with solid track records and experienced management.	Finance
Trustco Bank Corp. (New York) (Investment Management) Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank develops carefully focused objectives for client accounts based on their income requirements, tax status, the nature and extent of their other holdings, tolerance for risk, and personal attitudes as an investor. Once an investment objective and optimal asset allocation have been identified, the client’s portfolio is reviewed on a regular basis and appropriate changes are made to meet the needs of your current financial situation and long-term goals. Then the firm provides continuing, attentive management based on those objectives.	Finance
Oklahoma State University Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Trustco Bank, NA Trustco Bank, NA Major BanksFinance Operates as a nationaly chartered commercial bank	Finance