Warburton Capital Management

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Meet Mark R. Morley, Our Firm’s New President

By Warburton Capital | February 2, 2015 | 0 Comment

Evidence Based Investing

Mark Morley

Thomas K Warburton, Chairman of Warburton Capital Management LLC announced the election of Mark Morley of Mounds as President of Warburton Capital Management and Mark’s acquisition of equity units in Warburton Capital Management.

Mark graduated from Illinois State University with a BS in Political Science in 1990.

Mark entered the Financial Services industry in 1991 as a representative with COUNTRY Financial.  Over his 24 year career with COUNTRY, Mark served in Champaign IL, St. Louis, MO, Portland OR, Oklahoma City and Tulsa with responsibilities ranging from regional trainer, agency manager and territory manager.  He accumulated numerous awards that included “Agency of the Year” and “Regional Champion”.

As a CERTIFIED FINANCIAL PLANNER™, Mark is committed to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those he serves.

Mark’s civic involvements include serving on the Board of the Tulsa Chapter of the American Cancer Society, serving, along with his wife Jennifer, as event chairs for the 2014 Cattle Baron’s Ball benefiting the American Cancer Society; Committee Chairman for Cub Scouts Pack 954 and serving as coach of Tulsa Little League teams for many years.

Married for 22 years to Jennifer, a veterinarian, Mark is the father of two children James 14 and Jon 12.  They live on 20 acres in South Tulsa County where they enjoy the outdoors and raising horses.

“We are extremely pleased to have Mark as an owner of our firm and serving as President.  His industry experience and leadership skills will be valuable for our firm and our clients.”

Warburton Capital Management was formed in Tulsa in 2006 and provides investment advisory and wealth management services to business owners, professionals, corporate executives, individuals, families, endowments and foundations.  The offices of the Firm are located in First Place Tower at 15 East Fifth Street, Suite 3675, Tulsa, Oklahoma, 74103.

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