BOK Financial Executive and Leadership Team

Stacy Kymes, the President & Chief Executive Officer at BOK Financial, directs the overarching corporate strategy and operational execution across all business segments. Kymes guides the company's financial product and service delivery, ensuring alignment with market demands in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. This leadership role involves optimizing the performance of Commercial Banking, Consumer Banking, and Wealth Management divisions. By fostering innovation and client-centric approaches, Stacy Kymes drives the company's expansion and reinforces its position as a leading financial institution. The focus remains on sustainable growth and enhancing shareholder value through robust financial management and strategic market penetration.

Steven E. Nell, the Chief Financial Officer at BOK Financial, manages the company's financial health and strategic fiscal planning. Nell oversees all financial operations, including accounting, treasury, and capital management, ensuring compliance with regulatory requirements across its operating states. This position is pivotal in guiding investment strategies, managing risk, and optimizing profitability for the Commercial Banking, Consumer Banking, and Wealth Management segments. By providing critical financial insights, Steven E. Nell supports executive decision-making and drives the company's financial performance. The focus is on maintaining strong capital adequacy, enhancing operational efficiency, and delivering consistent returns to stakeholders through prudent financial stewardship.

Martin Grunst, the Chief Financial Officer & Executive Vice President at BOK Financial, provides critical financial oversight and strategic fiscal direction. Grunst manages the financial planning, analysis, and reporting functions, ensuring fiscal discipline and compliance across the organization's diverse operations. This executive role is instrumental in evaluating investment opportunities, managing financial risks, and optimizing capital allocation to support growth in Commercial Banking, Consumer Banking, and Wealth Management. By delivering accurate financial insights and driving efficiency, Martin Grunst supports informed decision-making and enhances the company's financial resilience. The focus remains on maintaining a strong balance sheet and achieving sustainable profitability.

Catherine Dodson, the Vice President, BOK Financial Securities Chief Financial Officer at BOK Financial, directs the financial operations specifically for the securities division. Dodson manages the financial reporting, budgeting, and forecasting for BOK Financial Securities, ensuring fiscal integrity and compliance with industry regulations. This role is crucial in supporting the underwriting of state and municipal securities and managing the financial aspects of brokerage and trading services, particularly those related to mortgage markets. By maintaining rigorous financial controls and providing strategic financial guidance, Catherine Dodson contributes to the profitability and operational efficiency of the securities business. The objective is to ensure sound financial management that supports the division's market activities.

Carrie Porter, the Chief Operating Officer, Wealth Management at BOK Financial, directs the operational strategies for the wealth management division. Porter oversees fiduciary services, private banking, insurance, and investment advisory functions, ensuring seamless service delivery to clients. This role is crucial in managing brokerage and trading activities, particularly those related to liquidity in mortgage markets and the trading of U.S. government agency mortgage-backed securities. By optimizing operational workflows and enhancing client engagement, Carrie Porter drives the growth and efficiency of the wealth management segment. The objective is to provide superior financial guidance and investment solutions, reinforcing BOK Financial's comprehensive service offering.

Shannon Habermehl, the Chief Operating Officer, Commercial Banking at BOK Financial, leads the operational execution for the commercial banking segment. Habermehl manages lending operations, treasury services, and cash management solutions for a diverse client base, from small businesses to large commercial customers. This position is key to enhancing the efficiency and effectiveness of products and services offered to various sectors, including healthcare, manufacturing, and energy. By streamlining operational processes and ensuring superior client support, Shannon Habermehl drives the profitability and market reach of the commercial banking division. The focus is on delivering tailored financial solutions that meet the complex needs of commercial clients across BOK Financial's service regions.

Thomas Hay, the Chief Operating Officer, Consumer Banking at BOK Financial, oversees the operational strategies for the consumer banking segment. Hay manages the retail lending and deposit services provided through the branch network, as well as mortgage loan origination and servicing activities. This position is key to enhancing customer experience and operational efficiency within the consumer banking division. By streamlining processes and ensuring compliance with banking regulations, Thomas Hay drives the growth and effectiveness of consumer financial services. The focus is on delivering accessible and reliable banking solutions to individuals and small businesses, reinforcing BOK Financial's commitment to community banking.

Richard Dalton, the Chief Operating Officer & Executive Vice President at BOK Financial, drives operational excellence across key business functions. Dalton oversees the implementation of strategic initiatives, ensuring efficient execution of company-wide operations and service delivery. This role is critical in managing the day-to-day activities that support BOK Financial's commercial, consumer, and wealth management segments, focusing on process optimization and risk mitigation. By fostering collaboration and driving operational improvements, Richard Dalton enhances the company's overall performance and client satisfaction. The objective is to ensure seamless integration of services and maintain high standards of operational integrity throughout the organization.

Carolin Benediktson, the Chief Information Officer at BOK Financial, architects the technology vision and digital transformation initiatives. Benediktson oversees the development and implementation of robust IT infrastructure, ensuring secure and efficient operations for all banking segments. This critical role involves managing the company's technology investments, driving innovation in areas like online and mobile banking services, and enhancing the TransFund electronic funds transfer network. By championing cybersecurity measures and data integrity, Carolin Benediktson safeguards client information and supports the company's operational resilience across its geographic footprint. The objective is to leverage technology to improve customer experience and streamline internal processes, directly supporting BOK Financial's strategic goals.

Reed Smith, the Executive Vice President & Chief Human Resources Officer at BOK Financial, shapes the company's talent strategy and organizational development. Smith oversees all human resources functions, including recruitment, employee relations, compensation, and benefits, ensuring a skilled and motivated workforce across all operational areas. This role is vital in fostering a positive corporate culture and supporting employee growth, which directly impacts service delivery in Commercial Banking, Consumer Banking, and Wealth Management. By implementing effective HR policies and programs, Reed Smith enhances employee engagement and retention, contributing to the company's overall success and stability. The objective is to attract and develop top talent, aligning human capital with BOK Financial's strategic objectives.