Michael Vincent Manna

Employer firm

Bok Financial Private Wealth, Inc. CRD 106733

$3.72B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Bok Financial Securities, Inc.
  Dallas, TX
• 08/2014 → Present
  Bokf, Na
  Dallas, TX
• 08/2019 → Present
  Bok Financial Private Wealth, Inc
  Dallas, TX

Other Businesses

1) NAME: Legacy Family Court Foundation ADDRESS: 6116 N. Central Expy., Ste. 1090, Dallas, TX 75206 INVESTMENT RELATED (Y/N): N START DATE: August 2018 POSITION HELD: Board Member NATURE OF OUTSIDE BUSINESS: Non-profit org that focuses on addiction rehabilitation and reunification of parents with children HRS/MO: 8 HRS/MO DURING SECURITIES TRADING: <4 BRIEF DESCRIPTION OF DUTIES: Serve on finance committee which would include being a signor on Bank of Texas bank accounts 2) NAME: Rolling V Ranch Water Control & Improvement Board ADDRESS: 4001 Maple Ave., Ste. 600, Dallas, TX 75219 INVESTMENT RELATED (Y/N): N START DATE: November 2019 POSITION HELD: Board Member NATURE OF OUTSIDE BUSINESS: Maintain water, wastewater, road, drainage related to the Water Control & Improvement Board HRS/MO: 0 HRS/MO DURING SECURITIES TRADING: 0 BRIEF DESCRIPTION OF DUTIES: Unbiased 3rd party appointed to review and approve water district matters

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17

Designations

• Certified Financial Planner

Other Names

• Vince Manna
• Vince Manna