Shelley Maxted

Shelley Maxted earned her bachelor’s degree in finance from Oklahoma Baptist University (OBU) and her master’s degree in finance from Boston University. In addition to her degrees, she holds the designation of Chartered Financial Analyst and a Chartered Advisor in Philanthropy. Mrs. Maxted’s practice focus areas include high net-worth family wealth management, insurance company capital management and non-profit endowment management. Mrs. Maxted served as an adjunct professor at Oklahoma City University and OBU as well as an instructor at the Graduate School of Banking and Texas Bankers Association Trust School. Mrs. Maxted is involved in the community, volunteering with many organizations, and currently serves on the Board and Education Committee of Central Oklahoma Humane Society.

Committees: Chair – Investment; Charitable Organization Endowment Fund; Executive