Vice President, Relationship Manager
Whitney Hufnagel began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last several years, Hufnagel has been promoted to Portfolio Manager, Vice President, and now serves Heritage Trust as Vice President, Relationship Manager.
Hufnagel graduated with a master of science in quantitative financial economics from Oklahoma State University. Prior to obtaining her master’s degree, she received a bachelor of science in agribusiness from Oklahoma State University where she graduated summa cum laude in 2010. She passed the Level II CFA Exam in June 2016.
She currently serves on the board of directors and is the finance committee chair for the Oklahoma Council on Economic Education. Additionally, she has taught personal finance classes to Oklahoma high school students through Junior Achievement. In 2015, Whitney was recognized as one of Oklahoma’s “30 under 30” by ioN Oklahoma for having proven professional achievement, community involvement and commitment to Oklahoma’s future.
Hufnagel enjoys working for Heritage Trust Company most, because she is able to combine her love of numbers and passion for helping people on a daily basis. She believes the most rewarding part of her job is seeing the peace-of-mind and appreciation on the faces of clients once presented with a solution.
In her spare time, she enjoys gardening, cooking, working out, and spending time with her husband, family, and friends.