Our team’s tenure is evidence of our effectiveness as a unit. In our collaborative investment process, we bring together the perspectives we earned throughout

Consulting

CenterOak Partners

CenterOak Partners' headquarters in Dallas, TX, United States

Randall Fojtasek

Chris Golz

Jessica Fantazia

William Scheller

Carrie Hamilton

Eric Holter

Jason Sutherland

Mike Salim

This department oversees and coordinates operational strategies and efficiencies within the organization.

Operations Management

The Leadership Team at CenterOak Partners is responsible for driving the strategic vision and investment decisions of the firm. Comprising experienced professionals in finance, business development, and investor relations, they collaborate to leverage their diverse expertise, ensuring effective capital deployment and fostering strong relationships with investors. Their unified approach enhances operational efficiency and guides the company's growth trajectory.

Leadership Team

This department focuses on the strategic direction and overall management of the organization.

Executive Leadership

The Administrative Team at CenterOak Partners ensures smooth and efficient office operations by managing schedules, coordinating meetings, facilitating communication, and supporting executives with various administrative tasks. Their cohesive teamwork underpins the collaborative investment process, enabling the firm to leverage the diverse perspectives and experiences of its members.

Administrative Team

This department focuses on identifying and creating growth opportunities for the organization through strategic partnerships and market analysis.

Business Development

The Financial and Accounting Team at CenterOak Partners manages the company's financial records, ensures compliance with regulatory standards, and provides detailed reporting and analysis to support investment decision-making. This team also handles human resources tasks, fostering a comprehensive approach to both financial oversight and employee well-being.

CenterOak Partners

Org chart

Teams

Operations Management

Leadership Team

Executive Leadership

Administrative Team

Business Development

Financial and Accounting Team

Offices

CenterOak Partners

Org chart

Teams

Operations Management

Leadership Team

Executive Leadership

Administrative Team

Business Development

Financial and Accounting Team

Offices

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