Your Partners for
Values-Driven
Consultation.
With over 100 years of combined experience, we bring expertise from across the gamut of financial disciplines and offer clients a complete suite of tailored services.
Welcome from our CEO
Welcome from our CEO
“At Oak, we provide bespoke, objective financial guidance to our clients that reflects their long-term goals and economic values.”
Frederik Schwarz
Founding & Managing Partner
Leadership Team
Leadership Team
Frederik Schwarz
Partner, CEO
frederik.schwarz@oak.mbUltricies leo aliquam sed ipsum pellentesque viverra ullamcorper. Elementum ipsum eget augue cras. Vitae tellus vulputate varius tortor vitae ut fames bibendum. Et ac urna nec dictum orci. Quam aliquam vel congue.
Amber Pearce
Partner, General Manager
amber.pearce@oak.mbOdio viverra duis lobortis nisi diam. Nulla et dolor lobortis sed et laoreet nulla volutpat leo. Cursus vel ipsum tempus quam tincidunt bibendum pellentesque dictum cursus. Et sed eleifend elementum turpis dolor. Nunc malesuada rutrum commodo vestibulum metus.
Management Team
Management Team
We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge we want to hear from you.
Contact our teamLuke Rusconi
Account Manager
william.cole@oak.mb
Catherine Lopkin
Account Manager
william.cole@oak.mb
Benjamin Vance
Strategic Partnerhsips
william.cole@oak.mb
Amber Pearce
General Manager
amber.pearce@oak.mb
Henri Billings
Account Manager
henri.billings@oak.mb
William Cole
Strategic Partnerhsips
william.cole@oak.mb
