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Jason Pokrzywinski

Mr. Pokrzywinski brings nearly 30 years of leadership experience in the wealth management industry to Oakworth Capital Bank. His keen understanding of our vision and team-based approach to helping people succeed strategically positions him to enhance wealth and advisory services in target markets and successfully recruit talented client advisors in all markets.

Working in San Francisco, Denver and most recently the Charlotte market, Mr. Pokrzywinski has built a depth of investment and wealth management expertise across multiple markets. He worked more than 12 years in client consulting and executive roles with Smith Barney, Citigroup,Wells Fargo, McDonald Investments and US Bank Private Client Group, where he focused on providing investment and financial advice to high net worth clients. Over the past 17 years, he has served in product management roles with ICON Advisers and most recently Wells Fargo Private Bank as senior vice president overseeing investment solutions for private bank and ultra-high net worth clients.

A native of California, he not only earned is degree from California Polytechnic State University, but he also played baseball for the university. His wife Jayme is a vice president with Acero Capital. They have two children, Abby and Lukas.

Education

  • California Polytechnic State University, Bachelor of Science, Business Administration with Concentration in Financial Management

Core Disciplines