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Oren Welborn Jr, CFA®

Portfolio Manager

Chartered Financial Analyst
M.S. (Finance), Texas A&M University
B.S. (Business Administration & Finances), University of Louisiana at Lafayette

Oren serves as a portfolio manager throughout the Argent footprint overseeing portfolio management for individuals, foundations, university endowments, municipalities, and cemetery funeral relationships. Oren manages client assets through building customized portfolios along with providing financial planning services. Oren is a member of the fixed-income committee and is a participant in the equity strategy committee.

Prior to joining Argent in the spring of 2017, Oren served as the Assistant Treasurer for MidSouth Bank in Lafayette where he managed the bank’s bond portfolio and served on the asset/Liability committee. He has also worked in fixed-income operations for J.P. Morgan in Brooklyn, New York and Dallas, Texas.

Oren has an undergraduate degree in finance from the University of Louisiana at Lafayette and a master’s in finance from Texas A&M University – Commerce. Oren is a CFA® charterholder and is a member of the CFA society for both Louisiana and Mississippi.

Shreveport

333 Texas Street Suite 699, Shreveport, LA 71101

(318) 588-6500

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

(225) 372-1903

Lake Charles

1400 Market Street Suite 1A, Lake Charles, LA 70601

(337) 436-2966

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

(504) 291-8800

Ruston

500 E Reynolds Dr., Ruston, LA 71270

(318) 251-5800

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

(910) 550-0526

333 Texas Street Suite 699, Shreveport, LA 71101

Provided Services

Investment Management

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.

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Mid-Month Market Perspectives

Mid-Month Market Perspectives

A Balancing Act Market Reflections Unpredictable. That certainly describes market returns given the fluid nature of company earnings, geopolitical events and economic missteps. What we have seen in recent weeks only serves to prove the point. History, at least,...

The Morning View: September 21, 2021

The Morning View: September 21, 2021

Announced this morning, Housing Starts were 1,615,000 in August, an increase of 3.9% for the month, which was a higher increase than expected. In addition, Building Permits were 1,728,000 in August, an increase of 6.0% for the month, also higher than expected....

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