Gregory Wheeler
Chief Executive Officer at BOK Financial Private Wealth, Inc.
Network origin in Gregory Wheeler first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Oklahoma City University
45
| College/University | Other Consumer Services | 45 |
BOK Financial Private Wealth, Inc.
 BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities.
12
| Subsidiary | Investment Managers | 12 |
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations.
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gregory Wheeler via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| ONEOK, INC.. | Oil & Gas Pipelines | Corporate Officer/Principal | |
| ONEOK PARTNERS LP | Oil & Gas Pipelines | Corporate Officer/Principal | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity | |
| MATADOR RESOURCES COMPANY | Integrated Oil | Sales & Marketing | |
The Chartered Institute of Management Accountants
 The Chartered Institute of Management Accountants Other Consumer ServicesConsumer Services The Chartered Institute of Management Accountants, also known as aicpa® & cima®, is a global organization with 689,000 members, students, and professionals. The non-profit company is based in London, UK, and has a global presence of subsidiaries in several regions. The British company advocates for the accounting and finance profession, as well as the public interest and business sustainability. Andrew Harding has been the CEO of the company since 2009. | Other Consumer Services | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Undergraduate Degree | |
| MALAYSIA AIRPORTS HOLDINGS | Other Transportation | Director/Board Member | |
| TEN REN TEA CO., LTD. | Food: Specialty/Candy | Sales & Marketing | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
| University of Denver | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| The Chinese University of Hong Kong | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| Institute of Internal Auditors Malaysia | Corporate Officer/Principal Corporate Officer/Principal | ||
| The University of Newcastle | College/University | Doctorate Degree Doctorate Degree | |
| University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Manchester Metropolitan University | College/University | Graduate Degree Graduate Degree | |
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Malaya | College/University | Undergraduate Degree Undergraduate Degree | |
CPA Australia Ltd.
 CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| PETERLABS HOLDINGS | Agricultural Commodities/Milling | Director/Board Member Director/Board Member | |
Malaysian Institute of Accountants
 Malaysian Institute of Accountants Other Consumer ServicesConsumer Services Malaysian Institute of Accountants develops, supports and enhances the integrity, status and interests of the profession in Malaysia. It offers educational services to the members. The company is headquartered in Kuala Lumpur, Malaysia. | College/University | Corporate Officer/Principal | |
The Malaysian Institute of Certified Public Accountants
 The Malaysian Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Malaysian Institute of Certified Public Accountants (MICPA) is a professional accounting body that has been developing the accounting profession in Malaysia for over five decades. The private company is based in Kuala Lumpur, Malaysia. MICPA was formerly known as the Malaysian Association of Certified Public Accountants (MACPA) and has been involved in the setting of accounting standards, including playing a technical advisory role for Malaysian regulatory bodies. MICPA has more than 3,200 members and over 500 registered candidates. The institute offers professional examinations and candidates will qualify for two professional memberships - Certified Public Accountant (CPA) and Chartered Accountant (CA). MICPA's annual report provides detailed financial and operational information, and the institute also offers internship opportunities and sponsorships for candidates interested in pursuing the MICPA x CA ANZ qualifying programme. The MICPA student microsite aims to help interested students understand the world of accounting and the benefits of pursuing an accounting programme. Novie Tajuddin has been the CEO of the Malaysian company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Zhejiang Tianfu Tea Industry Co. Ltd.
 Zhejiang Tianfu Tea Industry Co. Ltd. Food: Major DiversifiedConsumer Non-Durables Part of Tenfu (Cayman) Holdings Co. Ltd., Zhejiang Tianfu Tea Industry Co. Ltd. is a tea manufacturing and retail company based in Shaoxing, China. The Chinese company was founded in 2006. The CEO is Chia Ling Lee. Zhejiang Tianfu Tea Industry Co. was acquired by Tenfu (Hong Kong) Holdings Co. Ltd. from Ten Yuan (Singapore) Holdings Co. Pte Ltd. on July 17, 2013 for $6.38 million. | Food: Major Diversified | Chief Executive Officer | |
| TENFU (CAYMAN) HOLDINGS COMPANY LIMITED | Food: Major Diversified | Chief Executive Officer | |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Doctorate Degree | |
| Malaysian Institute of Management | Corporate Officer/Principal | ||
| University of Southern Queensland | College/University | Undergraduate Degree | |
San Mateo Midstream LLC
 San Mateo Midstream LLC Oilfield Services/EquipmentIndustrial Services San Mateo Midstream LLC provides midstream gathering, processing and disposal services. The firm offers natural gas gathering and processing, salt water gathering and disposal and crude oil gathering services. The company was founded in February 2017 and is headquartered in Dallas, TX. | Oilfield Services/Equipment | Director/Board Member | |
| KANGER INTERNATIONAL | Building Products | Director/Board Member | |
Cheng & Co.
 Cheng & Co. Miscellaneous Commercial ServicesCommercial Services Cheng & Co. provides accounting services. The company is based in Kuala Lumpur, Malaysia and has subsidiaries in Malaysia. The Malaysian company was founded in 1998 by Chai Liou Cheng, Hock Hoo Chua. Khai Meng Wong has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Founder | |
| Chartered Tax Institute of Malaysia | Corporate Officer/Principal | ||
| Universiti Tun Abdul Razak | College/University | Corporate Officer/Principal | |
Northeast Gas Association
 Northeast Gas Association Gas DistributorsUtilities Part of New England Gas Association, Northeast Gas Association is a company that focuses on promoting the safe and reliable delivery of natural gas in the Northeast region. The company is based in New York, NY. Charles C. Crews has been the CEO of the company since 2021. | Gas Distributors | Corporate Officer/Principal | |
| Natural Gas Association of Oklahoma | Corporate Officer/Principal | ||
Boy Scouts of America
 Boy Scouts of America Miscellaneous Commercial ServicesCommercial Services The Boy Scouts of America provides a program for young people that builds character, trains in the responsibilities of participating citizenship, and develops personal fitness. The company was founded in 1910 and is headquartered in Irving, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Oklahoma Medical Research Foundation
 Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| Jason Electronics Pte Ltd. | Director/Board Member | ||
Westports Malaysia Sdn. Bhd.
 Westports Malaysia Sdn. Bhd. Other TransportationTransportation Westports Malaysia Sdn. Bhd. operates as a multicargo port that handles all types of cargoes. The firm also offers containers, conventional, marine facilities, container freight station, one-stop business center, on-dock depot and bulk storage. The company was founded in September 1994 and is headquartered in Kuala Lumpur, Malaysia. | Other Transportation | Director/Board Member | |
Global Maritime Ventures Bhd.
 Global Maritime Ventures Bhd. Financial ConglomeratesFinance Global Maritime Ventures Bhd. The private company is based in Kuala Lumpur, Malaysia and has subsidiaries in Malaysia. operates as an investment holding Malaysian company. | Financial Conglomerates | Director/Board Member | |
| POS MALAYSIA | Air Freight/Couriers | Director/Board Member |
Statistics
International
| United States | 18 |
| Malaysia | 15 |
| United Kingdom | 5 |
| Hong Kong | 4 |
| Australia | 4 |
Sectoral
| Consumer Services | 15 |
| Commercial Services | 8 |
| Finance | 5 |
| Industrial Services | 4 |
| Transportation | 4 |
Operational
| Director/Board Member | 112 |
| Corporate Officer/Principal | 79 |
| Undergraduate Degree | 51 |
| Masters Business Admin | 39 |
| Independent Dir/Board Member | 27 |
Most connected contacts
| Insiders | |
|---|---|
| Kelly J. Jameson | 17 |
| Chai Liou Cheng | 16 |
| Kwok Lam Sin | 14 |
| Nona M. Lee | 14 |
| Steve A. Bollinger | 13 |
| Hong Boon Goy | 13 |
| Martha A. Burger | 12 |
| John W. Parsons | 11 |
| Chiew Huat Sng | 11 |
| Tie Liu Zhao | 10 |
| Paula A. Marshall-Chapman | 10 |
| Yui Lun Law | 10 |
| King Sun Leung | 10 |
| Muliawan Pahala Guptha | 9 |
| Eshah binti Meor Suleiman | 9 |
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