Oak Ridge Investments

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Oak Ridge Investments Employees

Employee
Years
Job
Industry
Brent Troy Brent Troy Chicago, Illinois Details
Brent Troy's Oak Ridge Investments Experience September 2014 - Present
Job Vice President
Industry Financial Services
Experience
Oak Ridge Investments   September 2014 - Present
Transamerica Retirement Solutions  October 2011 - September 2014
AEGON  January 2009 - January 2010

Skills
Retirement, Sales, 401k, Mutual Funds, Retirement Planning, Qualified Retirement..., Investments, Market Analysis, Marketing, Asset Management, Management, Analysis, Business Planning, Finance, Series 6, Series 63, Employee Benefits, Series 7

Education
Ecole supérieure de Commerce de Rennes   2010 — 2012
Master of Arts (M.A.), International Business

University of Northern Iowa   2005 — 2010
Bachelor of Arts, Finance: Investments

University of Northern Iowa   2005 — 2010
Bachelor of Arts, Real Estate

Andrew Janatka Andrew Janatka Greater Chicago Area Details
Andrew Janatka's Oak Ridge Investments Experience May 2011 - September 2011
Job Corporate Finance Intern at Rush University Medical Center
Industry Hospital & Health Care
Experience
Rush University Medical Center  September 2015 - Present
Navigant  June 2015 - September 2015
Rush University Medical Center  September 2014 - June 2015
Detroit Entrepreneurship Network   December 2011 - August 2014
Target  June 2013 - August 2013
Red Frog Events  May 2012 - August 2012
Oak Ridge Investments   May 2011 - September 2011

Skills
Market Research, Microsoft Office, Healthcare, Healthcare Consulting, Healthcare Analytics, Hospitals, Public Speaking, Project Management, Entrepreneurship, Social Entrepreneurship, Economics, Entrepreneurship..., Finance, Health Economics

Education
Rush University   2014 — 2016
Master of Science (M.S.), Health Systems Management

University of Michigan   2010 — 2014
Bachelor of Arts (BA), Economics, Graduated

University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Minor in Business Program, Business Administration and Management, Graduated

Daniel Fellows Daniel Fellows Greater Chicago Area Details
Daniel Fellows's Oak Ridge Investments Experience May 2014 - Present
Job Senior Vice President at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   May 2014 - Present
Oak Ridge Investments   June 2007 - April 2014
Van Kampen Investments  2005 - 2007
Scudder Investments  2002 - 2005
Scudder Investments (Deutsche Bank)   2002 - 2005

Education
Eastern Illinois University   1996 — 2001
B.A.

Downers Grove North   1992 — 1996

Jim Babson, CFA Jim Babson, CFA Moraga, California Details
Jim Babson, CFA's Oak Ridge Investments Experience April 1998 - February 2014
Job Managing Director at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   February 2014 - Present
Oak Ridge Investments   April 1998 - February 2014
Insight Capital Research & Management  August 1992 - April 1998
Fidelity Investments  April 1986 - April 1989

Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management

Education
Texas A&M University   1981 — 1985
Bachelor of Business Administration (BBA), Finance, General

The University of Dallas   1990 — 1992
Master of Business Administration (MBA), Corporate Finance

William Conaghan William Conaghan Washington D.C. Metro Area Details
William Conaghan's Oak Ridge Investments Experience July 2014 - August 2014
Job Financial Analyst at Nasdaq
Industry Sports
Experience
Nasdaq  April 2014 - Present
Oak Ridge Investments   July 2014 - August 2014
Merrill Lynch  September 2013 - December 2013
Georgetown University  January 2012 - May 2013
Permanent Portfolio Family of Funds   June 2011 - August 2011
Georgetown Aquatics  May 2008 - August 2010
Georgetown Prep Lacrosse camp counselor   June 2009 - July 2009
Georgetown Aquatics  May 2005 - August 2008

Skills
Licensed Boater, Editing, Teaching

Education
Georgetown University   2012 — 2014
Bachelor of Business Administration (B.B.A.), International Business, Junior

University of Virginia   2012 — 2012
Semester At Sea, junior

Jim Vondrasek Jim Vondrasek Greater Chicago Area Details
Jim Vondrasek's Oak Ridge Investments Experience May 2012 - August 2012
Job District Sales Leader at PepsiCo Frito Lay
Industry Marketing and Advertising
Experience
PepsiCo  June 2014 - Present
Insight Global  June 2013 - May 2014
Oak Ridge Investments   May 2012 - August 2012
EdVenture Partners  January 2012 - June 2012
BlockShopper.com  May 2010 - August 2010

Skills
Marketing, Leadership, Time Management, Microsoft Office, Sales, Social Networking, Creative Strategy, Recruiting, Teamwork, Public Speaking, Customer Service, Account Management, Inventory Management, Managing Distribution..., Retail Sales, District Management, Sales Analysis, Sales Management, People Development, Direct Store Delivery, Consumer Products, Consumer Package Goods, Negotiation, Market Development

Education
University of Missouri-Columbia   2009 — 2013
BSBA, Business Marketing and Sales

Fenwick Highschool   2005 — 2009

Michael Sandow Michael Sandow Greater Chicago Area Details
Michael Sandow's Oak Ridge Investments Experience December 2005 - January 2011
Job Vice President/Product Specialist at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  January 2011 - Present
Oak Ridge Investments   December 2005 - January 2011
Deutsche Asset Management  January 2005 - December 2005
Scudder Investments  January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments)   June 1997 - December 1998
Bankers Life & Casualty Company  November 1996 - June 1997
Prudential Insurance  January 1994 - October 1996
VideOcart, Inc.   1991 - 1993
Zenith Electronics  1990 - 1991

Skills
Mutual Funds, Investments

Education
University of Illinois at Urbana-Champaign   1986 — 1990
BA, Economics

Andrew Wajntraub Andrew Wajntraub Chicago, Illinois Details
Andrew Wajntraub's Oak Ridge Investments Experience June 2011 - March 2014
Job Zacks Investment Management is a Chicagobased investment advisor, managing approx. $4 Billion in client assets.
Industry Financial Services
Experience
Zacks Investment Management  April 2015 - Present
Zacks Investment Management  January 2015 - April 2015
Marketing and Branding Consultant - Financial Services   April 2014 - December 2014
Oak Ridge Investments   June 2011 - March 2014
Chicago Coffees and Teas   November 2009 - May 2011
Gen-T Legacy Institute   July 2008 - August 2009
Wunderkind Group   February 2006 - May 2008
Oak Ridge Investments   February 2002 - July 2005
Morgan Stanley - Graystone Wealth Management Services   May 1999 - February 2002

Skills
Professional..., Strategy, CRM, Integrated Marketing, Investments, Marketing, Business Development, Management, Copywriting, Social Media, Sales, Financial Services, Investment Strategies, Securities, Salesforce.com, Email Marketing

Education
University of Illinois at Chicago
Bachelor of Science (B.S.) in Finance

Philip Callahan Philip Callahan Greater Chicago Area Details
Philip Callahan's Oak Ridge Investments Experience June 2014 - Present
Job Head of Distribution & Marketing at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   June 2014 - Present
Goldman Sachs Asset Management  January 2011 - March 2014
Goldman Sachs Asset Management  May 2010 - January 2011
Singer Partners, LLC   July 2009 - December 2009
Neuberger Berman  May 1996 - July 2008
Dreyfus Retirement Services  1994 - 1996
General American Pension Investments   1991 - 1994

Skills
Retirement, Mutual Funds, Strategy, Investments, Investment Strategies, Defined Benefit, New Business Development, Asset Management, Alternative Investments, Series 7, Series 63, Insurance, Asset Allocation, Financial Services, Retirement Planning, Financial Advisory, Variable Annuities

Education
Boston College   1981 — 1985
BS, Business

Kyle Florian Kyle Florian Boulder, Colorado Details
Kyle Florian's Oak Ridge Investments Experience May 2015 - August 2015
Job Seasonal at the Forest Preserve of Dupage
Industry Financial Services
Experience
Oak Ridge Investments   May 2015 - August 2015
Auctos Capital Management   November 2014 - December 2014
Forest Preserve District of DuPage County  May 2014 - July 2014

Skills
Event Planning, Time Management

Education
University of Colorado Boulder   2012 — 2016
Bachelor's degree, Finance

Universidad de Belgrano   2014 — 2014
Latin American Studies

Susan Rudzinski Susan Rudzinski Greater Chicago Area Details
Susan Rudzinski's Oak Ridge Investments Experience May 2014 - Present
Job Chief Compliance Officer, Associate General Counsel & Sr. VP at Oak Ridge Investments
Industry Investment Management
Experience
Oak Ridge Investments   May 2014 - Present
Convergent Capital Management LLC   December 2006 - March 2013
Self employed  January 2005 - May 2006
The Burridge Group LLC   April 1986 - December 2004

Skills
Compliance, Investments, Mutual Funds, Risk Management, Due Diligence, Investment Advisory, Securities Regulation, Asset Management, Hedge Funds, Securities, Equities, AML, FINRA, Portfolio Management, Asset Managment, Enterprise Risk...

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2003 — 2006
JD

Oberlin College   1981 — 1985
AB

Mark Pappas Mark Pappas Greater Minneapolis-St. Paul Area Details
Mark Pappas's Oak Ridge Investments Experience March 1993 - November 1999
Job Charitable Organization Trustee
Industry Investment Management
Experience
Private  1990 - Present
Dividend Capital Investments   July 2004 - July 2005
Hovde Capital Advisors   January 2003 - July 2003
Smith Barney  March 2000 - March 2002
Oak Ridge Investments   March 1993 - November 1999
General Board of Pension and Health Benefits  June 1992 - March 1993
Oak Ridge Investments   May 1990 - June 1992

Education
Purdue University - Krannert School of Management   1986 — 1992
bs, economics

Jill Gracia Jill Gracia Greater Chicago Area Details
Jill Gracia's Oak Ridge Investments Experience January 2010 - January 2015
Job Vice President, Senior Trader at Ariel Investments
Industry Investment Management
Experience
Ariel Investments  January 2015 - Present
Oak Ridge Investments   January 2010 - January 2015
Allstate  February 2008 - December 2009
Ariel Capital Management  November 2002 - February 2008

Skills
Equity Trading, Securities, Trading, Equities, Investments, Hedge Funds, Asset Management, Bloomberg, Electronic Trading, Options, Trading Systems

Education
University of Iowa   1996 — 2000
Bachelors of Buisness Administration, Finance

University of Iowa   1996 — 2000

Dennis Scandrett Dennis Scandrett Greater Chicago Area Details
Dennis Scandrett's Oak Ridge Investments Experience Cost AccountantAlcoa Fujikura Ltd.1991 - 2004
Job VP Research at Oak Ridge Investments
Industry Investment Management
Experience
Oak Ridge Investments   Cost AccountantAlcoa Fujikura Ltd.1991 - 2004

Education
The University of Chicago Booth School of Business   2004 — 2006

Malcolm Lunn, MS, CFP(r), AIF(r) Malcolm Lunn, MS, CFP(r), AIF(r) Houston, Texas Area Details
Malcolm Lunn, MS, CFP(r), AIF(r)'s Oak Ridge Investments Experience September 2014 - Present
Job Senior Vice President Director of Business Development at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   September 2014 - Present
Goldman Sachs  April 2009 - September 2014
UBS Financial Services, Inc.   2004 - 2009
Merrill Lynch  November 2001 - October 2004
Merrill Lynch  1997 - 2001

Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Investment Advisory, Portfolio Management, Equities, Defined Benefit Asset..., Defined Contribution..., Variable Annuities

Education
San Jose State University   1990 — 1994
Bachelor of Science (B.S.), Public Relations/Image Management

College for Financial Planning
Master of Science (MS), Financial Planning

Anne Finley Anne Finley Greater Chicago Area Details
Anne Finley's Oak Ridge Investments Experience March 2005 - Present
Job Trader at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   March 2005 - Present
Merrill Lynch  January 1999 - March 2005

Education
University of Illinois at Urbana-Champaign   1994 — 1998

Alan Molotsky Alan Molotsky Greater Chicago Area Details
Alan Molotsky's Oak Ridge Investments Experience PartnerHogan Marren, Ltd.1993 - 2003
Job Executive Vice President at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   PartnerHogan Marren, Ltd.1993 - 2003
Katten Muchin Rosenman LLP  1988 - 1993
Katten Muchin & Zavis  1981 - 1988

Skills
Litigation, Securities, Commercial Litigation, Corporate Governance, Mergers

Education
Northwestern University School of Law   1978 — 1981
JD

Northwestern University - Kellogg School of Management   1977 — 1981
Masters of Management, Finance & Accounting

University of Illinois at Urbana-Champaign   1974 — 1977
BA, Economics

Mario Brillantes Mario Brillantes Greater Chicago Area Details
Mario Brillantes's Oak Ridge Investments Experience October 2006 - March 2011
Job Investment Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust  March 2013 - Present
UBS Global Asset Management  March 2011 - March 2013
Oak Ridge Investments   October 2006 - March 2011
HFR Asset Management  August 2005 - September 2006
William Blair and Company  October 2001 - July 2005

Skills
Valuation, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, Performance Measurement, Fund Accounting, Project Planning, Project Coordination, Project Execution, Fund Of Funds, Corporate Actions, Separately Managed..., Asset Managment, Project Management, Alternative Investments

Education
DePaul University   1999 — 2001
BS, Finance

Wheaton Academy   1995 — 1997

David Adelson David Adelson Greater Chicago Area Details
David Adelson's Oak Ridge Investments Experience 1997 - 2008
Job President at SDA Capital
Industry Financial Services
Experience
SDA Capital   2008 - Present
Oak Ridge Investments   1997 - 2008

Education
Carleton College
Bachelor of Arts (BA), Economics, Political Science

Northwestern University School of Law
Doctor of Law (JD), Corporate

Leo Townsend Leo Townsend Rockford, Illinois Area Details
Leo Townsend's Oak Ridge Investments Experience October 1992 - November 1997
Job Owner, international payment solutions
Industry Financial Services
Experience
international payment solutions   2001 - Present
Oak Ridge Investments   October 1992 - November 1997
A.G. Edwards   September 1991 - September 1992

Skills
E-commerce, Sales, Sales Management, New Business Development, Marketing, Credit Cards, Marketing Strategy, Management, Start-ups, Accounting, Banking, Strategic Planning, Business Strategy, Payment Card Processing, Insurance, Small Business, Project Management

Education
Purdue University   1978 — 1980
n/a, aviation tech

Oak Park River Forest h.s.

Oak Park River Forest h.s.

Arthur Nanus Arthur Nanus Greater Chicago Area Details
Arthur Nanus's Oak Ridge Investments Experience May 2006 - August 2014
Job Owner at The Financial Concierge
Industry Financial Services
Experience
The Financial Concierge   January 2015 - Present
Oak Ridge Investments   May 2006 - August 2014
Self Employed  December 1986 - September 2005
Richman, Grossman & Friedman   July 1982 - June 1986
Internal Revenue Service  August 1979 - July 1982

Skills
Budgeting, Estate Planning, Bookkeeping, Analysis, Financial Coaching, Bill Paying, Accounting, Record Keeping, Strategic Planning, Finacial Management, Microsoft Excel, Regulatory Compliance, Trading, Tax Law

Education
Loyola University Chicago School of Law   1980 — 1984
Juris Doctor (J.D.)

University of Illinois at Urbana-Champaign - College of Business   1972 — 1976
Bachelor's Degree, Accountancy

Sam Wegbreit Sam Wegbreit Greater Chicago Area Details
Sam Wegbreit's Oak Ridge Investments Experience 1989 - 2005
Job Operations Manager at Emerging Volatility Arbitrage Hedge Fund
Industry Investment Management
Experience
Emerging Volatility Arbitrage Hedge Fund   August 2012 - Present
Bond Fund   June 2007 - March 2015
Gar Wood Securities  2005 - 2012
Oak Ridge Investments   1989 - 2005

Skills
Options, Equities, Hedge Funds, Equity Derivatives, Fixed Income, Portfolio Management, Trading

Education
Brown University   1975 — 1979
Sc.B., Applied Mathematics

Matt Creeden Matt Creeden Chicago, Illinois Details
Matt Creeden's Oak Ridge Investments Experience September 2014 - Present
Job Associate Regional Director at Oak Ridge Investments
Industry Investment Management
Experience
Oak Ridge Investments   September 2014 - Present
Manna Project International  January 2011 - December 2011
William Blair and Company  2008 - 2010

Skills
Fundraising, Spanish, Non-profits, Nonprofits, International..., Data Analysis, Strategy, Public Speaking

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2014
Master of Business Administration (MBA)

Vanderbilt University   2004 — 2008
Bachelor’s Degree

The London School of Economics and Political Science (LSE)
Econometrics

CFA Institute
2015 Level II Candidate in the CFA Program

Robert Corman Robert Corman New York, New York Details
Robert Corman's Oak Ridge Investments Experience June 2014 - Present
Job Executive Vice President at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments   June 2014 - Present

Skills
CPA, CFA

Education
The University of Chicago Booth School of Business   1977 — 1980
Master of Business Administration (M.B.A.)

University of Wisconsin-Madison   1972 — 1976
Bachelor's Degree, Accounting and Computer Science