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Robert B
Series 63, Series 65
Houston, TX
BOK Financial Private Wealth, Inc.
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.
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