Gregory Ayres Wheeler

Senior Vice President, BOK Financial Advisors, Chief Executive Officer Private Bank Management at BOK Financial Securities, Inc.

Gregory Ayres Wheeler

Gregory Ayres Wheeler

Senior Vice President, BOK Financial Advisors, Chief Executive Officer Private Bank Management at BOK Financial Securities, Inc.

Biography

Gregory Ayres Wheeler occupies the position of Chief Executive Officer of The Milestone Group, Inc. In his past career he was Chief Executive Officer-Private Bank at BOK Financial Corp. Mr. Wheeler received an undergraduate degree from the University of Oklahoma and an MBA from Oklahoma City University.

Overview
Career Highlights

The Milestone Group, Inc.

RelSci Relationships

67

Number of Boards

1

Relationships
RelSci Relationships are individuals Gregory Ayres Wheeler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at The Milestone Group, Inc.

Relationship likelihood: Strong

Professional at BOK Financial Securities, Inc.

Relationship likelihood: Strong

Chief Executive Officer at BOK Financial Securities, Inc.

Relationship likelihood: Strong

Founder at The Milestone Group, Inc.

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Co-Founder at The Milestone Group, Inc.

Relationship likelihood: Strong

Founding Partner at The Milestone Group, Inc.

Relationship likelihood: Strong

Senior Investment Analyst at The Milestone Group, Inc.

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Director of Analytics & Trading at The Milestone Group, Inc.

Relationship likelihood: Strong

Investment Analyst at The Milestone Group, Inc.

Relationship likelihood: Strong

Investment Analyst at The Milestone Group, Inc.

Relationship likelihood: Strong

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Gregory Ayres Wheeler
Senior Vice President, BOK Financial Advisors, Chief Executive Officer Private Bank Management at BOK Financial Securities, Inc.
Education
Class of 1992

Oklahoma City University is a coeducational, urban private university located in Oklahoma City, in the Uptown district. The university is affiliated with the United Methodist Church and offers a wide variety of degrees in the liberal arts, fine arts, sciences and business. The only Oklahoma institution listed in the top tier of the regional, master's-level university category by U.S. News and World Report, Oklahoma City University is also listed in Forbes' "Best Christian Colleges" & "100 Best College Buys."

Founded in 1890, the University of Oklahoma is a public research university located in Norman, Oklahoma just 20 mins. south of Oklahoma City. OU’s Norman undergraduate population is slightly more than 20,000, giving students a major university experience in a private college atmosphere. With three campuses in Oklahoma, OU also offers study abroad opportunities at several locations and OU campuses overseas.

Career History
Senior Vice President, BOK Financial Advisors, Chief Executive Officer Private Bank Management
2012 - ?

Founded in 1998, BOK Financial Securities, Inc. is an investment bank and full-service broker/dealer located in Tulsa, Oklahoma with additional offices in Oklahoma City, Dallas, Houston, Scottsdale, Arizona, Little Rock, Arkansas, Overland Park, Kansas, Albuquerque, New Mexico and Salt Lake City, Utah. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOSC specializes in public and municipal finance and private placements. They offer a variety of taxable and tax-free investment products including tax-exempt municipal bonds, U.S. Government securities, equity investments, mutual funds, tax-deferred annuities, self-directed IRAs, asset allocation programs, separately managed accounts (SMAs), fee-based brokerage accounts and hedging strategies. The firm's clients include individuals, corporations, government agencies, foundations, municipalities and institutions.

Chief Executive Officer
2012 - Prior

Milestone Group primarily recommends investments in mutual funds, ETFs, and fixed income securities in accordance with each client's investment objectives. Depending on the client's particular situation, Milestone may also recommend the use of individual equities, options, or other securities.

Chief Executive Officer-Private Bank
2007 - Prior

BOK Financial's overall growth objective is to increase long-term value by building on existing market leadership throughout the state of Oklahoma and expanding into high-growth metropolitan areas in the region. BOK Financial began its regional expansion with two small acquisitions in the Dallas area in 1997 and has grown average assets in Texas to nearly $5 billion. Today over half of BOK Financial's loans are attributed to markets outside of Oklahoma. One of BOK Financial's notable strengths is its diverse revenue streams. Noninterest revenue consistently represents more than 40% of total revenue. BOK Financial offers a broad range of financial products and services, including cash management services, mortgage banking, and brokerage and trading services to middle-market and small businesses, financial institutions and consumers. BOK Financial's vision is to provide sophisticated nationally competitive products with personal responsive client service. BOK Financial's balanced strategies have withstood varying economic cycles. By staying focused on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding its presence in the region, BOK Financial has grown from a $2 billion Oklahoma bank to a $25 billion regional financial services company. BOK Financial's proven strategies create value for shareholders, clients, employees and communities

Boards & Committees
President & Director
2012 - ?

Milestone Group primarily recommends investments in mutual funds, ETFs, and fixed income securities in accordance with each client's investment objectives. Depending on the client's particular situation, Milestone may also recommend the use of individual equities, options, or other securities.

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