One Oak Capital Management, LLC Employee Directory

Q: What is One Oak Capital Management, LLC known for?

One Oak Capital Management, LLC was founded in 2013. One Oak Capital Management, LLC operates in the Investment Management industry.

Q: Who are One Oak Capital Management, LLC's key employees and leadership?

One Oak Capital Management, LLC's key employees include: Managing Partner / Ceo: S. D., Chief Financial Officer: J. C..

Investment ManagementNew York, United States11-50 Employees

One Oak Capital Management is a New York based Registered Investment Adviser founded in 2013. One Oak employs institutionally oriented investment strategies that are not readily available to most investors. The One Oak team applies our market expertise to provide investors with differentiated strategies to meet either absolute return or high tax free income objectives. Our approach captures value opportunities in the investment grade municipal and corporate bond markets integrated with a disciplined portfolio risk management framework.

Find One Oak Capital Management, LLC employees' phone numbers or email addresses

One Oak Capital Management, LLC Global Highlights

North America
22

United States Of America
22

Asia
1

Philippines
1

One Oak Capital Management, LLC's Leadership

J. C.
Chief Financial Officer
Mobile Phone
Email
S. D.
Managing Partner / Ceo
Mobile Phone
Email
R. P.
Managing Partner
Mobile Phone
Email
L. B.
Senior Vice President & Portfolio Manager
Mobile Phone
Email
R. S.
Cfp Lpl Registered Principal
Mobile Phone
Email
L. B.
Senior Managing Director
Mobile Phone
Email
J. K.
Senior Portfolio Manager
Mobile Phone
Email
N. C.
Portfolio Manager
Mobile Phone
Email

One Oak Capital Management, LLC Employee Metrics

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2026

2025

Banking
Business
Legal
Sales
Accounting
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Contact profiles from One Oak Capital Management, LLC

Name

Title

Contact Info

Location

Last Update

S. D.
Managing Partner / Ceo
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
J. C.
Chief Financial Officer
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
R. P.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Jul 09, 2024
L. B.
Senior Vice President & Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
R. S.
Cfp Lpl Registered Principal
Mobile Phone
Email
Oct 23, 2024
L. B.
Senior Managing Director
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025
J. K.
Senior Portfolio Manager
Mobile Phone
Email
United StatesNew York
Jan 26, 2024
N. C.
Portfolio Manager
Mobile Phone
Email
United StatesNew York
Feb 02, 2026
M. D.
Portfolio Manager
Mobile Phone
Email
United StatesNew York
Jan 27, 2026
K. C.
Portfolio Manager
Mobile Phone
Email
United StatesNew York
Sep 11, 2025

Frequently Asked Questions

What is One Oak Capital Management, LLC known for?

One Oak Capital Management, LLC was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 287 Bowman Avenue Purchase, New York 10577 United States. Explore One Oak Capital Management, LLC's company overview page for more information.

What is One Oak Capital Management, LLC's most common email format?

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

How many employees does One Oak Capital Management, LLC have currently?

One Oak Capital Management, LLC has approximately 14 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are One Oak Capital Management, LLC's key employees and leadership?

As of February 2026, One Oak Capital Management, LLC's key employees include:

Chief Financial Officer: J. C.
Managing Partner / Ceo: S. D.
Managing Partner: R. P.
Senior Vice President & Portfolio Manager: L. B.
Cfp Lpl Registered Principal: R. S.

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