Mr. Pokrzywinski is responsible for establishing overall strategic direction for Oakworth’s wealth management and advisory services. His keen understanding of our vision strategically positions him to enhance these services and to successfully recruit talent to all markets.
Mr. Pokrzywinski joined Oakworth in April of 2023. Working in San Francisco, Denver and most recently Charlotte, Mr. Pokrzywinski brings 30 years of leadership experience to the Oakworth team. Over the past 17 years he has served as head of Product Management with ICON Advisors and most recently as senior vice president with Wells Fargo Private Bank, overseeing investment solutions for ultra-high-net-worth clients.
A native of California, he earned his bachelor of science in finance from California Polytechnic State University, where he also played baseball. He and his wife, Jayne, have two children, Abby and Lukas.
Q: What makes you the most excited about working for Oakworth?
A: The people. I am excited to be part of a team of intelligent, seasoned and driven associates who have a passion for Oakworth’s client-centered culture and success as a company.
Q: You are very experienced in the financial industry. What are three things you have learned thus far?
- Learn to face adversity with resilience – each setback is a stepping stone and learning experience that will make you better in your life and your career.
- Believe in yourself – realize what makes you unique and sets you apart from others.
- Focus on what you can control – spend your time in this area and you will increase your probability to succeed.
Q: Who would be at your perfect dinner table?
A: Jesus, Elvis, Pappy Van Winkle, George Washington and Ryan Reynolds.
Q: Speaking of the dinner table – now that you’re officially a “southerner” what is your favorite food or fare?
A: This is a tough one. Growing up in Southern California I would have to say that In-N-Out Burger and Mexican food (especially tacos) are among my favorites. As for true southern food, I am a big fan of Carolina BBQ. I also love oysters and an heirloom tomato and salmon BLT.
Q: What do you like to do in your free time?
A: I love to play golf. We have some great golf courses in and around Charlotte. Pinehurst is only 90 minutes away. I also love to fish, and my wife and I are getting used to being empty nesters so we are looking forward to traveling more.
Q: Before working at Oakworth, what was the most unusual or interesting job you’ve ever had?
A: Growing up on the Monterey Peninsula, I had the opportunity to caddy at Pebble Beach. I also worked on the driving range and in player services during the annual Pebble Beach Pro-AM. I was able to meet Davis Love, Freddie Couples and many other players.
Q: What is it about Oakworth that stands out most to you in the financial industry?
A: Oakworth is uniquely positioned to independently (and without conflict of interest) guide our clients to financial success. This client experience is delivered by a team of highly experienced client advisors and specialists equipped to advise on all aspects of wealth management, advisory services and banking. Many firms say this in theory, but Oakworth is one that truly delivers this kind of client experience.
Q: Tell us a little more about Charlotte and why it’s a good fit for Oakworth.
A: Charlotte is consistently rated one of the best places to live and fastest growing cities in the U.S. The city is home to 10 Fortune 500 companies and has a lower cost of living and a favorable business environment that is located directly in the metro area. This gives the city a high socio-economic profile. Charlotte is also the second largest banking center (behind New York City) in the U.S.
On paper, that atmosphere may not sound ideal for another bank, but I think our unique business model – one based on our Core Values and Purpose and our personalized approach to helping clients across the entire banking and wealth management spectrum – will resonate very well within out thriving community. People in Charlotte are very relationship oriented, which fits into our process well.
The opinions expressed within this report are those of the Investment Committee as of the date published. They are subject to change without notice, and do not necessarily reflect the views of Oakworth Capital Bank, its directors, shareholders or employees.
