Jordan Waldrep Joins Bank OZK as Chief Investment Officer, Trust and Wealth
20 Dezembro 2022 - 6:05PM
Bank OZK (Nasdaq: OZK) has hired Jordan Waldrep as Chief Investment
Officer, Trust and Wealth. In this capacity, Waldrep will be
responsible for leadership of the team providing investment and
wealth management strategies to Bank OZK clients.
“Bank OZK prides itself on attracting top talent, and we are so
pleased to welcome a thought leader like Jordan to our team,”
stated Chris Henry, Managing Director, Trust and Wealth. “His depth
of experience in investment management including market trends and
portfolio considerations will bring added value to our clients,
delivered with the standard of excellence they expect from Bank
OZK.”
“I am excited to join an industry leader like Bank OZK to help
our clients navigate today’s financial marketplace to meet their
investment goals,” said Waldrep. “I look forward to working with
this experienced team on innovative solutions that are custom
tailored to meet our clients’ needs so they continue to build
wealth while also preserving it for generations to come.”
Waldrep is a CFA® charterholder with over 20 years of experience
in the investment management industry. Prior to joining Bank OZK,
he was Principal and Chief Investment Officer at TrueMark
Investments managing ETFs. Waldrep’s previous experience also
includes portfolio manager at USA Mutuals for multiple mutual
funds, portfolio manager for a pair of long equity portfolios at
Blackfin Capital, and principal at Hourglass Capital providing
research for a long-short hedge fund.
Waldrep received his B.A. from Texas A&M University and
earned an M.B.A. in finance from the University of Texas McCombs
School of Business.
ABOUT BANK OZKBank OZK (Nasdaq: OZK) is a
regional bank providing innovative financial solutions delivered by
expert bankers with a relentless pursuit of excellence. Established
in 1903, Bank OZK conducts banking operations through over 240
offices in eight states including Arkansas, Georgia, Florida, North
Carolina, Texas, New York, California and Mississippi and had
$26.23 billion in total assets as of September 30, 2022. Bank OZK
can be found at www.ozk.com and on Facebook, Twitter and LinkedIn
or contacted at (501) 978-2265 or P.O. Box 8811, Little Rock,
Arkansas 72231-8811.
Media Contact: Michelle Rossow, Chief Communications Officer,
501-906-3922
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