Managing Directors
About
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.
Team members
Craig Lieberman
Managing Director
Daniel Elegent
Managing Director
Ed N.
Managing Director
Josh Wirth
Managing Director, Portfolio M...
Matt Lewis
Managing Director & Head of Ad...
Paolo Casarella
Managing Director
Richard Kelly
Managing Director
Roger Brandt
Managing Director
Shivaji Rao (PhD, MB...
Managing Director
William Teskoski
Managing Director
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