J. Brian Henderson, CFA
President
J. Brian Henderson serves as Cavanal Hill's President. Mr. Henderson oversees Cavanal Hill's Fixed Income Management team and is responsible for the execution of the taxable fixed income process. Mr. Henderson established Cavanal Hill's fixed income philosophy and process in 1993 while serving as the firm's Director of Fixed Income Strategy and as a Portfolio Manager for the taxable and tax-exempt fixed income and money market strategies. Lipper has presented Mr. Henderson with Performance Achievement Certificates for the #1 mutual fund performance rankings six times between 1998 and 2006. In 2010, three Cavanal Hill fixed income funds were recognized for earning #1 Lipper rankings. Under Mr. Henderson's leadership, Cavanal Hill's fixed income team's investment performance has been highlighted in several national publications including the Wall Street Transcript, Kiplinger, USA Today, S&P Research, Wealth Magazine and by Morningstar. Prior to joining Cavanal Hill, Mr. Henderson was the Head Taxable Fixed Income Trader for BOK Financial's Capital Markets group. Mr. Henderson is a CFA Charter holder and has served as a CFA exam grader and past President and Board member of the local CFA society. Mr. Henderson received a Bachelor of Business Administration in Finance from Southern Methodist University in 1989.
Lipper, Inc., is a Reuters Company. Lipper ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Fund rankings are from Lipper. The Lipper Mutual Fund rankings are the ranking of mutual funds within their respective Lipper classification, adjusted for reinvestment of capital gains distributions and income dividends.
Cavanal Hill Investment Management, Inc. is an SEC registered investment advisor and a wholly-owned subsidiary of BOKF, NA, a wholly-owned subsidiary of BOK Financial Corporation, a financial holding company (BOKF). SEC registration does not imply a certain level of skill or training. BOKF, NA serves as the custodian for the Cavanal Hill Funds. BOKF holdings also include BOSC, Inc., the distributor for the Cavanal Hill Funds. Past performance does not guarantee future results. Investments are subject to risks, including the possible loss of the principal amount invested. This material does not constitute the recommendation of Cavanal Hill to meet the investment needs of any individual client. It does not take into account any specific investment objectives, financial situations, or particular needs of any specific person who may receive this material. Investors should seek financial advice regarding the appropriateness of investing in any securities, any other investments or investment strategies, including those discussed herein and should understand that statements regarding future prospects may not be realized. The information herein is not an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. Investors should note that income from such securities or other investments, if any, may fluctuate and that price or value of such securities and investments may rise or fall. Investments are not insured by the FDIC and are not guaranteed by Cavanal Hill or any bank, including any banking affiliate of Cavanal Hill. Cavanal Hill Funds are distributed by BOSC, Inc. an SEC registered investment adviser, a registered broker/dealer, member FINRA/SIPC. SEC registration does not imply a certain level of skill or training.
MUTUAL FUNDS AND OTHER INVESTMENTS: NOT FDIC INSURED – MAY LOSE VALUE – NO BANK GUARANTEE