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Ron Dugan, CFA®

Senior Portfolio Manager

Chartered Financial Analyst
M.S., University of Texas at Dallas
B.B.A., Texas A & M University

Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high net-worth individuals. Prior to Argent/AmeriTrust, Ron served in senior investment roles at GuideStone Financial Resources, Russell Investments, Baptist Foundation of Texas, and the Meadows Foundation.

Ron received his M.S. degree in Management Sciences (Finance Concentration) from the University of Texas at Dallas and his B.B.A. degree in Accounting from Texas A&M University. He is a Chartered Financial Analyst (CFA®) charter holder and was formerly a Certified Public Accountant (CPA).

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

Provided Services

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

Investment Management

Argent provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

Latest News & Resources

Insights

The Morning View: August 18, 2026

Featured Insight

https://vimeo.com/1219237732 Announced this morning, Housing Starts were 1,239,000 in July, less than expected and a -12.4% decrease from the previous month’s revised figure. This follows a 19.7% increase in the previous month. In addition, Building Permits were...

The Morning View: August 12, 2026

Markets & Economy

https://vimeo.com/1217666745 In this morning’s data, the Consumer Price Index (CPI) increased 0.1% in July, as expected, and was a rebound from the previous month’s decrease. On an annual basis, it grew 3.4%. The core rate, which excludes prices for food and energy,...

The Morning View: August 7, 2026

Markets & Economy

https://vimeo.com/1216432070 In this morning’s data, the economy lost -23,000 jobs in July, less than the increase that was expected. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively strong, while the Leisure and...

VIEW MORE ARGENT INSIGHTS

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