David Sego is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Dallas, TX, and has held roles at The Milestone Group, Inc. and Weaver and Tidwell Financial Advisors, Ltd. for over a decade each. BOK Financial Private Wealth, Inc. provides discretionary and select non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, pension plans, and other entities, managing approximately $3.72 billion. The firm customizes investment programs according to client objectives and risk tolerances, utilizing diversified portfolios and research from its Strategic Investment Advisors group, and benefits from integrated affiliations within the BOK Financial Corporation family.

Fenny Jie is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. Jie has been with BOK Financial Private Wealth, Inc. since 2024 and has also worked at Bokf, Na since 2014. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and benefits from its integration with a financial holding company structure that includes a national bank, trust provider, and SEC-registered broker-dealer.

Robert Burnam is a financial advisor at Cavanal Hill Investment Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cavanal Hill since 2021. His prior experience includes roles at Bok Financial Asset Management, Inc., Bokf, Na, and BOK Financial Securities, Inc. Cavanal Hill Investment Management, Inc. is an SEC-registered adviser managing approximately $14.2 billion in assets as of December 31, 2024. The firm serves institutional clients and pooled vehicles through equity, fixed-income, and cash management strategies, using both fundamental and quantitative methods tailored to client risk profiles and restrictions.

Leah Collette is a financial advisor at BOK Financial Private Wealth, Inc. with nine years of industry experience. She has worked at Northern Trust and its affiliate entities for over a decade before joining BOK Financial in 2026. Collette holds Series 65, Series 63, and Series 66 licenses. BOK Financial Private Wealth, Inc. offers investment management and wealth advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm customizes investment programs based on client objectives and risk tolerances, utilizing a diversified approach and sub-advisors, and operates as a wholly owned subsidiary of BOK Financial Corporation with formal affiliations to banking, broker-dealer, and investment management entities.

Brian Quill is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held compliance management roles at Cavanal Hill Investment Management, Inc. and BOK Financial Private Wealth, Inc. since 2018. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, retirement plans, and other entities, managing approximately $3.72 billion. The firm customizes investment strategies based on client objectives and risk tolerances, often using diversified allocations and sub-advisors, and benefits from integrated relationships within the BOK Financial Corporation family of companies.

Cynthia Burton is a CFP® and ChFC® with over 20 years of experience in the financial services industry. She is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s investment approach involves multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors, with portfolios managed through diversified asset allocation, periodic rebalancing, and manager selection that includes both affiliated and unaffiliated sub-advisers.

George Decell is a financial advisor with BOK Financial Private Wealth, Inc. in Plano, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans, managing approximately $3.72 billion as of December 31, 2025. The firm customizes investment programs based on client objectives and risk tolerances, typically focusing on diversified allocations and leveraging integrated relationships with affiliated banking, brokerage, and investment management entities.

Martin Walsh is a CFP® professional with 13 years of industry experience, currently serving at BOK Financial Private Wealth, Inc. since 2019. He previously worked at LPL Financial, LLC and Brown & Company from 2015 to 2019. Outside of his advisory role, he is a joint owner of MJ Walsh Property Investments LLC with his spouse. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and institutional clients. The firm customizes investment programs based on client objectives and risk tolerances, employing diversified allocations and research support from its Strategic Investment Advisors group.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Buckingham Asset Management, LLC, and GHP Investment Advisors. BOK Financial Private Wealth, Inc. provides discretionary and non-discretionary investment management and wealth advisory services to high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $3.72 billion. The firm customizes investment programs based on individual client objectives and risk tolerances, often employing sub-advisors and offering integrated services through its affiliations with a national bank, broker-dealer, and investment manager.

Andrew Hicks is a CFA® charterholder with 16 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and offers integrated services through its affiliation with a national bank and trust provider.

Gregory Carlin is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding a Series 65 credential with six years of industry experience. He has worked at The Milestone Group, Inc. since 2019 and previously at Bessemer Trust Company from 2011 to 2019. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm operates through multi-advisor teams using diversified asset allocation and both affiliated and unaffiliated sub-advisers, supported by its integration within a financial holding company structure that includes banking, trust, and broker-dealer affiliates.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Cerity Partners LLC, The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. BOK Financial Private Wealth, Inc. provides investment management and wealth advisory services primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm customizes portfolios based on client objectives and risk tolerances, utilizing diversified asset allocations and sub-advisors, and benefits from integrated relationships with affiliated banking and investment entities.