Charles "Chuck" Fuller, CIMA®, CWM®, CPM®

Chuck holds a Bachelor of Arts from Oklahoma State University and a Master of Business Administration (with a concentration in finance) from the University of Tulsa. He has sponsored a First Quarter Scholarship Endowment to the “Leave a Legacy” Program for OSU Athletics and is a Cowboy100 Honoree. The Cowboy100 highlights the contribution of entrepreneurial graduates from across the university. He is also an active member of the University of Tulsa Friends of Finance. Chuck has received several national awards, including being named as one of the Top 1,200 Financial Advisors in the United States by Barron’s and one of the Top 100 Wealth Advisors in the United States by Robb Report/Worth magazine.

Chuck holds the Certified Portfolio Manager (CPM®) designation from the Academy of Portfolio Managers and Columbia University in New York, the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute, the Chartered Wealth Manager (CWM®) designation from the Global Academy of Finance and Management, and the Investment Strategist Certificate from The Wharton School of Business, University of Pennsylvania. He is a member of the Investment Management Consultants Association, the CFA Institute, and the CFA Society of Oklahoma where he served as Treasurer. Prior to cofounding Bridgecreek (now a division of HUB International) Chuck managed portfolios for high-net-worth clients, corporations, foundations, and endowments for BOK Financial and Merrill Lynch Asset Management. While at BOK Financial, Chuck was the lead portfolio manager for the Tulsa Community Foundation.

Chuck is currently a member of the School of Entrepreneurship Advisory Board at Oklahoma State University and has served on the Board of Trustees for the St. Simeon’s Foundation, Christ the Redeemer Endowment, and Bishop Kelley High School Stadium Campaign.