Meet Marlo Oaks
Marlo is a husband, father, and the current Utah State Treasurer.
Marlo spent 17 years managing institutional portfolios at Farmers Insurance ($24 billion) and then at Intermountain Healthcare ($7.5 billion) where he also oversaw the Treasury function. He completed a Bachelor of Arts in Economics (BYU), an MBA (UCLA Anderson), and holds the CFA and CAIA investment designations.
Why Marlo
Don’t Let them use your money
to fight your values
Connect with Marlo
Marlo’s Experience
Leadership.
Excellence.
integrity.
- Current State Treasurer of Utah
- Oversaw managers, conducted diligence on new investments, and evaluated and reported on performance
- Created and implemented strategic asset allocation, including leading manager searches
- Monitored compliance and regularly updated investment policy and investment guidelines
- Top 10% funded status performance among corporate pension plans (11.6% higher than median plan), 2008
- Prepared and presented investment committee and board reports and recommendations
- Developed credit risk management system that indicated potential problems in the housing market in 2007
Re-elect
MARLO OAKS
