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Christopher Lee O'Connell

Cavanal Hill Investment Management, Inc.

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About Christopher Lee O'Connell

Christopher O'Connell is an investment advisor representative at Cavanal Hill Investment Management, Inc. Christopher has been in the industry since 1999 and has a Series 7, Series 63 and Series 65 license. Christopher is registered to provide investment advisory services in Arkansas, Colorado, Kansas, Missouri, New Mexico, Oklahoma and Texas. Christopher has experience working with investment companies, banking or thrift institutions and other investment advisors.

Firm Information

Christopher O'Connell is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher O'Connell’s Registration & Firm History

OK

01/05/2017 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

WI

05/18/1999 - 10/29/2001

HEARTLAND ADVISORS, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 05/11/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Lee O'Connell.
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