The wealth management team of Denver Retirement Partners has joined BOSC’s registered investment advisor BOK Financial Advisors.
The deal adds $230m in assets under management to the corporation.
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The new team brings to BOK Financial Advisors more than 30 years of experience in the wealth management industry, specializing in high net worth and mass affluent asset management with complex insurance strategies.
The firm grew assets under management 25 percent last year, which they attribute to a loyal client base and their own commitment to excellence.
BOK Financial executive vice president and CEO of BOSC Scott Grauer said, "This is a special partnership for us because it means we’ll have more expertise on the complex insurance side, which is an area our clients need and we want to grow. At the same time, we’ll be able to offer Denver Retirement Partners’ clients our full suite of products and services, and all the advantages that come with the backing of a $29 billion corporation."
The new Denver team will office at the Colorado State Bank Building at 1600 Broadway in Denver.
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By GlobalDataThe Denver Retirement Partners team consists of Thacker, Duffy, Terry Koele, senior financial and retirement planner, Suzanne Booth, financial and portfolio strategist, and Chanel Foreman, communications and client relations.
