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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

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.

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Wealth Management

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.

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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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Latest News & Resources

Insights

A Lesson in Leaving a Legacy

A Lesson in Leaving a Legacy

Annabeth and Carl Schneider (not their real names) immigrated to the U.S. from Europe in the late 1950s. In the early 1980s, the couple moved from the West Coast to the Deep South, where Carl enjoyed a successful career. The Schneiders never had children, but they...

The Morning View: May 15, 2024

The Morning View: May 15, 2024

 Announced this morning, the headline Consumer Price Index (CPI) increased 0.3% in April, less than expected and grew 3.4% on an annual basis, one-tenth below the annualized figure from the previous month. Monthly prices for Gasoline, up 2.8%, were relatively strong,...

Market Update-May 2024

Market Update-May 2024

The Month At-A-Glance Equity markets exhibited volatility during April—as the S&P 500 lost ground for the first time since last October Stubborn inflation and a lower than projected GDP print resulted in some pundits raising the possibility of “stagflation” Both...

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