Senior Vice President | BOK Financial
Laura Ann Bartlett, CEBS, AIFA is passionate about helping people and organizations to achieve financial success and accomplish their financial goals. For over 30 years, she has assisted organizations of all sizes to establish fiduciary best practices in the oversight of their investment funds, including permanent funds, reserve funds, retirement plans, foundations, endowments, and minors’ trusts. In doing so, she helps her clients to better support their missions, as they become better stewards of their financial assets. At BOK Financial, she leads the institutional wealth business development efforts for Native American Financial Services throughout all states outside of Oklahoma. BOK Financial, based in Tulsa, Oklahoma, is one of the country’s 30 largest financial institutions.
During her career, her clients have ranged from Silicon Valley startups to fully mature, Fortune 500 companies, to Tribal governments and their related entities. Understanding the needs of each client organization and tailoring a solution that meets a fiduciary standard is her area of focus and expertise as an institutional investment professional.
Ms. Bartlett has spoken internationally at industry conferences for the International Society of Certified Employee Benefits Specialists, Western Pension and Benefit Conference, Society of Human Resource Managers, and Native American Human Resources Association. She received her BA in English from Southern Illinois University, and then pursued her MBA at the University of Illinois in Chicago. She is a fellow in the International Society of Certified Employee Benefits Specialists (ISCEBS), and also an Accredited Investment Fiduciary Analyst (AIFA). She has been certified in a process to audit investment consultants, investment stewards, and investment managers against a global set of fiduciary standards.
Ms. Bartlett is active in a variety of community and professional activities. She is a past-president of the Board of the Phoenix Chapter of the Western Pension and Benefit Council. Ms. Bartlett is an active supporter of ASU Women and Philanthropy and was an executive coach in the W.P. Carey School of Business MBA program. Currently, she serves on the Board of the Navajo Hopi Health Foundation, which supports the Tuba City Regional Health Care Center in Tuba City, Arizona.