Client Experience Leaders
Jeffrey A. Hale AIFA® , Executive Vice President Email: jhale@OdingardCM.com (404) 917-6100
Jeff is our Chief Portfolio Advisor, and oversees the modeling, construction, and management of each Client portfolio in conjunction with our West Coast-based asset management office. He has broad experience in all aspects of asset management, retirement planning, portfolio analysis and management, as well as design and implementation of qualified and non-qualified retirement plans for Individuals, Families, Business Owners, and Employees. His career experience includes Client Relationship Manager roles at T. Rowe Price, Merrill Lynch, and Invesco. He is a recognized expert in delivering ERISA 3(16), 3(21) and 3(38) fiduciary services. Jeff holds an M.A. in Organizational Communication from the University of Wisconsin, and dual B.A.s in Psychology and Communication from the University of South Florida. He earned the professional designation of Accredited Investment Fiduciary Analyst. AIFA® designees are among the few financial pofessionals with certified knowledge in both prudent assessment processes and investment principles. He is securities licensed in multiple states, and is also a member of the American Society of Pension Professionals & Actuaries.
Dan W. Duke, MBA, J.D., Vice President Retirement Income Email: dduke@OdingardCM.com (918) 406-2246
Based in our US Client Services office in Tulsa, Dan leads our Retirement Income Specialists team in developing and delivering actively managed Financial Plans that are uniquely designed to fit the needs of each of our individual Clients, and Families. Dan oversees plan construction to include coordinated investments, superior income, risk management, and trust protection. He brings 35 years of experience in corporate compensation and benefits planning, finance, and contract administration to our team. Dan earned his undergraduate degree in Business Administration from the University of Kansas. He holds a Masters of Business Adminsitration from the Kelly School of Business at Indiana University, and a Juris Doctor from the University of Tulsa College of Law.
Brendon J. Evers, Vice President Financial Services Email: bevers@OdingardCM.com (918) 378-9374
Brendon joined the firm after a stellar career as a defensive tackle at Oklahoma State University where he earned degrees in Finance, Marketing, and Management. While at OSU, he earned All Big 12 honors as a Player and as a Scholar. He is knowledgeable in Stock Analysis, Graham-based Investment Strategy, Retirement Income Planning and Individualized Financial Plan construction. He is a graduate of Bixby High School and an integral member of their first 3 state champion football teams.
Jordan C. Kelley, MBA, Financial Services Representative Email: jkelley@OdingardCM.com (918) 500-0356
Jordan is a Tulsa, OK native who excelled in the classroom and on the football field at Union High School before continuing his athletic career at the University of Oklahoma. While at OU, Jordan continued his success on and off the field, earning multiple academic All-Big 12 honors while simultaneously being an integral part of three Big 12 championships for the University of Oklahoma. After graduating with a BS in Crminology and earning his Master’s in Business Administration, Jordan has returned to his hometown to serve his community helping Clients navigate their financial goals with expertise in financial planning, portfolio management, retirement income.
Lars B. Obel, Co-Founder/President/Chief Financial Officer
A Co-founder of Odingard Capital Management, Lars is a native of Denmark with extensive international business and finance experience. Educated as a scientist and engineer at the Technical University of Denmark, and a member of one of Denmark's oldest industrial families, Lars brings a wealth of knowledge and understanding of global markets and geopolitical implications in investing. His current corporate holdings span the globe in multiple industries. Lars is Chief Financial Officer for all OCM related holdings.
Scott Albertson, Co-Founder/CEO
Scott founded Odingard with the belief that Wall Street is not always the best solution for Main Street. He directly serves clients in multiple countries and across the income and portfolio spectrum with the mission to deliver high level advice to every Investor we engage. His efforts to deliver world class financial education, service, and tailored solutions to each individual Investor have earned the Company multiple Elite Advisor awards over the years. Scott is fully committed to furthering the firm's high level advice mission, and reputation as "Main Street's Financial Partner". Born in Chicago, he grew up in Houston, Texas and Broken Arrow, Oklahoma. He graduated from Broken Arrow High School and Oklahoma State University.
Investment Management Team
The elite professionals that form our Investment Team were selected because they come from diverse backgrounds, life experiences, educational training, and industry exposure. That diversity helps us understand the global markets and proper risk strategy from a variety of perspectives which is key to our asset management methodology. Our strength is constructing and managing your personal endowment-style portfolio in a custom Separately Managed Account crafted to consistently beat the market dips, corrections, and crashes, and deliver superior upside in good markets, at a fraction of industry-standard managed fund fees.
Each of our Portfolio Managers hold at least one of the following distinctions: Chartered Financial Analyst®, Chartered Financial Planner®, Accredited Investment Fiduciary Analyst®, Certified Public Accountant, or Masters Business Adminstration. Their collective backgrounds and singular investment philosophy precisely represent OCM's core mission and methodology.
Our portfolio team manages all oversight and functions of your equity portfolio completely in-house, without managers of managers, mutual funds, bond funds, or other third party influences, which facilitates our ability to deliver elite-level results at a fraction of managed and hedge fund fees. Our team currently oversees $2.3 Billion in Client Assets Under Management.
All of us at Odingard Capital Management are committed to serving the financial and estate interests of every person with whom we engage, and believe education and diversification can ultimately mitigate risk, maximize returns, increase tax efficiencies, reduce fees, and provide the financial lifestyle and security you deserve.
Odingard Capital Management is a Fee-Only Fiduciary Registered Investment Advisors with multiple state registrations. US Client Services are headquartered in Tulsa, Oklahoma.
Odingard Capital Management is an Asset Manager and Retirement Income Specialist serving Clients with individualized Retirement and Estate Planning solutions. Members and Associates of the firm hold insurance licenses in multiple states.
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