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Ron Dugan, CFA®

Sr. 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: November 30, 2023

Markets & Economy

In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...

Women and Investing: Is there a Gender Gap to Investing?

Women | Wealth | Wellness

While women have been traditionally late to the investment game, women’s wealth is growing. Women are rapidly changing and altering the investment landscape, and while they may still invest less than men, they are making serious headway. The good news is that more and...

The Morning View: November 22, 2023

Markets & Economy

In this morning’s data, Initial Jobless Claims were 209,000 for the week ending November 18th, less than expected and 24k lower than the revised figure from the previous week. In addition, Continuing Claims were 1,840,000 for the week ending November 11th, also less...

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