Oak Branch Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Oak Branch Advisors provides technology, analytics, reporting and outsourced operations support for investors in the private debt and non-bank finance sectors. Backed by our powerful proprietary technology, Oak Branch Advisors can provide significant automation and scalability to a firm's investment operations and allow them to do so in a cost effective way.  In addition, Oak Branch has been a leading provider of forensic due diligence and litigation advisory services, supporting some of the largest  banks and law firms in the country. 

Specializing in providing solutions for participants in the private credit sector with needs that cannot be served with a “one size fits all approach, today’s clients include financial institutions, asset managers, institutional investors, service providers, and law firms. Our platform facilitates a wide variety of financial instruments and business processes, providing critical data/document onboarding, monitoring, and analytics capabilities through the full lifecycle of a transaction. Our highly-skilled team of analysts and market professionals work closely with our clients to develop the right solutions to meet their unique needs.

Find Oak Branch Advisors employees' phone numbers or email addresses

Oak Branch Advisors Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Oak Branch Advisors's Leadership

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    C. B.
    Ceo
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    B. B.
    Chief Technology Officer
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    D. H.
    Executive Managing Director ◆ Alternative Investments ◆ Private Credit
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    T. G.
    Director
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    S. H.
    Director
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  • Stylized image of a person
    C. B.
    Associate Director
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    N. T.
    Associate Director
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  • Stylized image of a person
    I. D.
    Director
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Contact profiles from Oak Branch Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Ceo
    Phone icon
    United StatesNew York
    Dec 05, 2024
  • Stylized image of a person
    B. B.
    Chief Technology Officer
    Phone icon
    United StatesNew York
    Nov 11, 2025
  • Stylized image of a person
    D. H.
    Executive Managing Director ◆ Alternative Investments ◆ Private Credit
    Phone icon
    United StatesNew York
    Oct 24, 2025
  • Stylized image of a person
    T. G.
    Director
    Phone icon
    United StatesNew York
    Nov 11, 2025
  • Stylized image of a person
    S. H.
    Director
    Phone icon
    United StatesUtah
    Oct 26, 2025
  • Stylized image of a person
    C. B.
    Associate Director
    Phone icon
    United StatesNew York
    Sep 09, 2025
  • Stylized image of a person
    N. T.
    Associate Director
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    United StatesNew York
    Oct 27, 2025
  • Stylized image of a person
    I. D.
    Director
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    United StatesNew York
    Oct 17, 2025
  • Stylized image of a person
    A. H.
    Senior Director
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    United StatesNew York
    Jul 19, 2025
  • Stylized image of a person
    D. R.
    Senior Credit Officer/Mortgage Compliance Sme
    Phone icon
    Oct 21, 2025

Frequently Asked Questions

What is Oak Branch Advisors known for?

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Oak Branch Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1350 Avenue of the Americas 2nd Fl New York, NY 10019 US; you can contact the main corporate office by phone at . Explore Oak Branch Advisors's company overview page for more information.

What is Oak Branch Advisors's most common email format?

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Oak Branch Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Branch Advisors email formats with LeadIQ.

How many employees does Oak Branch Advisors have currently?

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Oak Branch Advisors has approximately 21 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Oak Branch Advisors's key employees and leadership?

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As of October 2025, Oak Branch Advisors's key employees include:

  • Ceo: C. B.
  • Chief Technology Officer: B. B.
  • Executive Managing Director ◆ Alternative Investments ◆ Private Credit: D. H.
  • Director: T. G.
  • Director: S. H.

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