LITTLE ROCK – Arvest Wealth Management (AWM) is pleased to recognize Dennis J. Whittaker’s recent appointments involving the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
Whittaker serves as senior vice president and fixed income portfolio manager for Arvest Bank Trust, a division of Arvest Bank. In that role, Whittaker manages the fixed income portfolios for a book of high-profile client accounts. Additionally, he directs the research function for securities that have credit risk for both client portfolios and the bank’s investment portfolio.
Whittaker is based in Little Rock, but serves in a support role to AWM’s investment management group, which serves the entire Arvest footprint. He was recently appointed as:
- Member of the Board of Directors of the Southern Municipal Finance Society
- The Chair of the Board of Directors of the Southern Municipal Finance Society
- Member of the Board of Governors of the National Federation of Municipal Analysts
The Southern Municipal Finance Society is a constituent society of the National Federation of Municipal Analysts. The latter is a nonprofit industry association with the goals of:
- Promoting professionalism in municipal credit analysis,
- Furthering the skill level of its members through educational programs and industry communication, providing a platform by which analysts can exchange information,
- Advocating, when appropriate, issues of importance to the municipal finance industry, and
- Facilitating the flow of information among market participants, especially in terms of better issuer disclosure
“This is a testament to the knowledge, insight and expertise that Dennis brings to the municipal finance industry,” Arvest Bank Trust president and CEO Donny Rogers said. “We are thrilled to congratulate him on these significant industry achievements.”
Whittaker, a Chartered Financial Analyst®, earned a bachelor’s degree in economics at the University of Arkansas. He also is a member of the Fixed Income Analysts Society.
About Arvest Bank
Arvest Bank, named by Forbes magazine as one of “America’s Best Large Employers” for 2017, operates more than 250 bank branches in Arkansas, Oklahoma, Missouri and Kansas through a group of 15 locally managed banks, each with its own board and management team. These banks serve customers in more than 120 communities, with extended weekday banking hours at many locations. Arvest also provides a wide range of banking services including loans, deposits, treasury management, credit cards, mortgage loans and mortgage servicing. Arvest is an Equal Housing Lender and Member FDIC.
About Arvest Wealth Management
Arvest Wealth Management offers wealth management, trust services and insurance products. Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products are made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by insurance companies. Investments and Insurance Products: Not FDIC Insured, May Lose Value and Not Guaranteed by the Bank. Trust services provided by Arvest Bank.