Brian S.
Lead Financial Analyst at Oak Crescent Capital Management
Based in United States
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Seniority
Manager
Department
Finance & Accounting
Location
United States
Industry
Investment Management
Company size
1 to 10
Contact information
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b•••••••@••••••.com
Phone
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Background
About Brian S.
Family office investment manager, focusing on long-term wealth management. Ensure family wealth appreciation through asset allocation, risk control and strategy. Investment philosophy: patience, discipline, in line with family values. Manage a diversified portfolio covering stocks, bonds, alternatives and private equity. Responsible for market research, evaluation of investments, and decision-making for the present and the future. Although not managing external capital, but with the same responsibility and rigor of institutional investors. Data-driven decision-making, understanding of the family's long-term vision. View private capital as a tool for stability, growth and impact.
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