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.
Let's chat
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
Leadsership Team
Frederik Schwarz
Partner, CEO
frederik.schwarz@oak.mb
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Amber Pearce
Partner, General Manager
amber.pearce@oak.mb
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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 team
Luke 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