Oaktree Advisors
Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities. Oaktree Advisors has strategic partnerships with insurance agents. Michael McFetridge, John Clark George Kurtz, and Deborah Peters are Strategic Partners with Oaktree Advisors. These Strategic Partners, Oaktree Advisors, and Madison Avenue Securities, LLC ("MAS") are not affiliated. Any and all other services offered by the Strategic Partner are not offered through or supervised by MAS.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 7 verified contacts at Oaktree Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- PE
Paul Eichman
Principal · Finance & Accounting
EmailPhone - BT
Ben Tenaglia
Vice President Portfolio Manager · Finance & Accounting
EmailPhone - JH
Jimmy Hirsch
Life Insurance Agent · Sales & Business Development
EmailPhone - TF
Trudy Fearon
Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Oaktree Advisors
6 distinct titles indexed · top 6 shown.
- 2financial advisor
- 1business consultant
- 1life insurance agent
- 1office manager, medicare sales
- 1principal
- 1vice president portfolio manager
Sign up to unlock all 7 contacts at Oaktree Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Oaktree Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.