Melissa Lord

Melissa Lord
Directora de Servicios Fiduciarios de Inversión y Consultoría
BOK Financial
Experiencia
- Estrategia de inversión
- Planificación del retiro
- Administración de patrimonio
Melissa Lord works with companies and institutions on the investment decision-making processes they use when offering a retirement plan. Her goal is to help retirement plan participants build their nest egg so they can financially enjoy retirement. She joined BOK Financial in 2001 as a portfolio manager and has also held the roles of senior investment consultant and manager of retirement consulting.
She graduated from the University of Tulsa with a bachelor’s degree in mathematics and a master’s degree in finance.
Outside of the office, Lord enjoys spending time with her family and watching her two boys play baseball.