For your safety as well as our employees, we are taking precautions to prevent the spread of COVID-19.
CompSource Mutual is open for business via phone, email and online. However, our Oklahoma City and Tulsa buildings are closed until further notice.

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Jonathan Wilcox

Jonathan Wilcox, CFA, serves as our Chief Investment Officer, guiding our investment strategy and maintaining diversified growth of our financial reserves. Jonathan earned his undergraduate degree from Minnesota State University, Mankato and a Master’s in Business Administration from the University of Chicago Booth School of Business focusing on Finance and Accounting.  He is also a CFA Charterholder. With 15-years of experience in the financial markets, Jonathan previously worked at Eagle Strategies, the financial arm of New York Life and managed $3.5 billion in assets during his tenure at Cambridge Associates. Prior to that experience, Jonathan served as Vice President at Citigroup Derivatives where he managed Citi’s largest equity derivatives trading pit on the Chicago Board Options Exchange.