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Whitney Hufnagel

Vice President, Relationship Manager

Level II Chartered Financial Analyst (CFA) candidate
M.S. (Quantitative Financial Economics), Oklahoma State University, Stillwater
B.S. (Agribusiness), Oklahoma State University, Stillwater

Whitney began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last several years, Hufnagel has been promoted to Portfolio Manager, Vice President Portfolio Manager, and now serves Heritage Trust as Vice President, Relationship Manager.

Whitney graduated with a master of science in quantitative financial economics from Oklahoma State University. Prior to obtaining her master’s degree, she received a bachelor of science in agribusiness from Oklahoma State University where she graduated summa cum laude in 2010. She passed the Level II CFA Exam in June 2016.

Whitney currently serves on the board of directors and finance committee for the Oklahoma Council on Economic Education. Additionally, she has taught personal finance classes to Oklahoma high school students through Junior Achievement. In 2015, Whitney was recognized as one of Oklahoma’s “30 under 30” by iON Oklahoma Online for having proven professional achievement, community involvement and commitment to Oklahoma’s future.

Whitney enjoys working for Heritage Trust Company because she is able to combine her love of numbers and passion for helping people on a daily basis. She believes the most rewarding part of her job is seeing the peace-of-mind and appreciation on the faces of clients once presented with a solution.

In her spare time, she enjoys gardening, cooking, working out, and spending time with her husband, family, and friends.

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

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Insights

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Argent Employee Spotlight – Dominique Richard

Argent Employee Spotlight – Dominique Richard

Q. What led you to Argent and what makes it unique? A. Towards the end of 2018, an employee in Argent’s Shreveport office (who I previously worked with at another firm) recommended Argent to myself and another former colleague in Baton Rouge. After several emails,...

The Morning View: September 11, 2020

The Morning View: September 11, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August and has increased 1.3% on an annual basis, both slightly more than expected. Used Cars & Trucks saw large price...

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