Gregory Wheeler
Chief Executive Officer at BOK Financial Private Wealth, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rudge Dickinson | M | - |
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. | 18 years |
| Dave Sego | M | - |
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. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chris Freimuth | M | - |
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. | 9 years |
| Eric Thomas Koeplin | M | - |
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. | 22 years |
| Robert Tully Adams | M | - |
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. | 19 years |
| Rachel Marie McGuire | F | - |
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. | - |
| Andrew Frederick Hein | M | - |
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. | 4 years |
| Kathleen Virginia Beckwith | F | - |
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. | 12 years |
| Tony Coppola | M | - |
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. | 14 years |
| Vincent Nguyen | M | - |
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. | 11 years |
| Tom Hudson | M | - |
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. | 14 years |
| Michael Naughton | M | - |
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. | 3 years |
| Peter Christopher Keilman | M | - |
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. | 4 years |
| Xiao Hua Wang | F | - |
Oklahoma City University
| 2 years |
| Chuchat Petaumpai | M | 70 |
Oklahoma City University
| 1 years |
| Kwong Tak Leung | M | 67 |
Oklahoma City University
| 2 years |
| Wei Ping Guo | M | 69 |
Oklahoma City University
| 2 years |
| Thomas Brian Carney | M | 58 |
Oklahoma City University
| 3 years |
| Arif Razif | M | 57 |
Oklahoma City University
| 2 years |
| G. Krug | M | 63 |
Oklahoma City University
| 4 years |
| Kelly J. Jameson | M | 59 |
Oklahoma City University
| 3 years |
| David Benjamin Segal | M | - |
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. | 4 years |
| Linford Putro Cendana | M | 59 |
Oklahoma City University
| 2 years |
| Doug Scott Morris | M | - |
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. | 15 years |
| Tak Choi Fung | M | 65 |
Oklahoma City University
| 2 years |
| King Sun Leung | M | 66 |
Oklahoma City University
| 4 years |
| Kwai Meng Tai | M | 61 |
Oklahoma City University
| 2 years |
| Byron E. Price | M | 61 |
Oklahoma City University
| 2 years |
| Chi Cheong Lo | M | - |
Oklahoma City University
| 1 years |
| Kwok Ming Lam | M | 73 |
Oklahoma City University
| 2 years |
| Meng Chan Sia | M | 60 |
Oklahoma City University
| 2 years |
| Ying Kit Lo | M | 62 |
Oklahoma City University
| 2 years |
| Ulises Antonio de la Garza | M | 57 |
Oklahoma City University
| 2 years |
| Courtney Gray Montgomery | M | - |
Oklahoma City University
| 4 years |
| J. Phillip May | M | 60 |
Oklahoma City University
| 4 years |
| Chun Kong Tsui | M | 73 |
Oklahoma City University
| 2 years |
| Brian Winger | M | 56 |
Oklahoma City University
| 3 years |
| Francisco J. Alzuru | M | - |
Oklahoma City University
| 1 years |
| Martha A. Burger | F | 71 |
Oklahoma City University
| 2 years |
| Chiew Huat Sng | F | 76 |
Oklahoma City University
| 2 years |
| Howard W. Cunningham | M | - |
Oklahoma City University
| 4 years |
| Steve A. Bollinger | M | - |
Oklahoma City University
| 2 years |
| John W. Parsons | M | - |
Oklahoma City University
| 3 years |
| D. Trey Berndt | M | - |
Oklahoma City University
| 4 years |
| Yui Lun Law | M | 62 |
Oklahoma City University
| 2 years |
| Nona M. Lee | F | - |
Oklahoma City University
| 3 years |
| Rick H. Lawler | M | - |
Oklahoma City University
| 2 years |
| Chai Liou Cheng | M | 76 |
Oklahoma City University
| 2 years |
| Kwok Lam Sin | M | 67 |
Oklahoma City University
| 2 years |
| Muliawan Pahala Guptha | M | 54 |
Oklahoma City University
| 2 years |
| Kenneth Yeung | M | - |
Oklahoma City University
| 2 years |
| G. Richard Talley | M | - |
Oklahoma City University
| 2 years |
| Tie Liu Zhao | M | 67 |
Oklahoma City University
| 2 years |
| Chew Tuck Foo | M | 73 |
Oklahoma City University
| 2 years |
| Eshah binti Meor Suleiman | F | 70 |
Oklahoma City University
| 2 years |
| Kevin Bryant | M | - |
Oklahoma City University
| 3 years |
| Hong Boon Goy | M | 52 |
Oklahoma City University
| 2 years |
| Paula A. Marshall-Chapman | M | 70 |
Oklahoma City University
| 3 years |
| Chia Ling Lee | M | 61 |
Oklahoma City University
| 2 years |
| Michael Leung | M | 63 |
Oklahoma City University
| 2 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 60 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Gregory Wheeler
- Personal Network
