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Denver Retirement Partners Joins BOK Financial Advisors

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BOK Financial, the parent company of Denver-based Colorado State Bank and Trust and BOSC, Inc., announces that the wealth management team of Denver Retirement Partners has joined BOSC, Inc.’s registered investment advisor, BOK Financial Advisors. The deal adds $230 million in assets under management to the corporation.

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.

Scott Grauer, executive vice president at BOK Financial and CEO of BOSC, said the partnership between the two organizations is mutually beneficial.

“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,” said Grauer. “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.”

Bill Sullivan, President and CEO of Colorado State Bank and Trust, said the new Denver team is a welcome addition to his market and will complement the bank’s long-time wealth management focus. They will office at the Colorado State Bank Building at 1600 Broadway in Denver.

“We continue to seek to build our presence in the growing Denver market and this partnership is a great move in that direction,” said Sullivan. “Colorado State Bank and Trust has been well known for more than 100 years as a leader in the wealth management space and this new team fits in perfectly with that reputation.”

Rod Thacker, executive benefits and insurance strategies at Denver Retirement Partners, said the two organizations share a similar culture focused on client service.

“BOK Financial Advisors offers our clients a great culture and one that’s similar to ours as far as being fully committed to the highest level of service,” said Thacker. “We look forward to this partnership and the new opportunities it will bring.”

Access to BOK Financial Advisors’ technology is a major benefit to Denver Retirement Partners’ clients according to Mark Duffy, senior investment advisor.

“Our clients will value the enhanced technology we’ll be able to offer moving forward, allowing them even greater access to their investments and performance reporting,” said Duffy. “Now they’ll be able to answer the ‘how am I doing’ question – anytime, anywhere.”

The 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.

About BOK Financial

BOK Financial Corporation is a $29 billion regional financial services company based in Tulsa, Okla. The company’s stock is publicly traded on NASDAQ under the Global Select market listings (symbol: BOKF). BOK Financial’s holdings include BOKF, NA, BOSC, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund, Cavanal Hill Investment Management, MBM Advisors and seven banking divisions: Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust. Through its subsidiaries, the company provides commercial and consumer banking, investment and trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

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