NewOak is a financial services advisory firm based in New York.

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NewOak

NewOak's headquarters in New York, NY, United States

Ron D'Vari

Josh Wirth

Rajat Bhatnagar

Daniel E.

Joseph Meerbaum

Vansh Vijayvergia

Shivaji Rao (PhD, MBA, MSc)

William Teskoski

Daniel Elegent

Roger Brandt

Ward Bogert

Troy Wood

Ed N.

Craig Lieberman

Matt Lewis

Gary Kilberg

James Frischling

The Managing Directors team at NewOak, comprised of seasoned financial professionals, spearheads strategic initiatives, drives business development, oversees client advisory services, and ensures the effective management of portfolios to address complex financial challenges. They play a pivotal role in shaping the direction of the firm and maintaining high standards of excellence in all client engagements.

Managing Directors

The Leadership Team at NewOak is responsible for setting the strategic direction of the firm, overseeing portfolio management, and guiding advisory services. Comprising seasoned professionals, including the CEO and Managing Directors, this team collaborates to drive investment strategies, enhance client relationships, and ensure operational excellence within the financial services landscape.

Leadership Team

NewOak

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Board & advisors

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Managing Directors

Leadership Team

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NewOak

Org chart

Board & advisors

Teams

Managing Directors

Leadership Team

Offices

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