News

Keep up to date with the most recent firm news.

  • Oak Ridge Investments Form ADV Part 2A available here for UBS advisory programs

    Notice: Due to circumstances related to the effects of COVID-19, the Securities and Exchange Commission has issued an order extending the due date for delivery of Form ADV Part 2 Brochures. Oak...

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  • Learn about this often under-allocated asset class!

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  • Oak Ridge Investments Announces Completion of Strategic Initiative

    Oak Ridge Investments Announces Completion of Strategic Initiative

    Marketing, Distribution and Operations spun off to North Square Investments, providing greater resources for Oak Ridge investment team in a highly beneficial partnership.

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  • Todd Campo Joins Oak Ridge Investments as Head of Strategic Business Development

    Todd Campo Joins Oak Ridge Investments as Head of Strategic Business Development

    Firm targets asset growth through planned distribution & marketing team additions CHICAGO – March 21, 2016:  Oak Ridge Investments, LLC is pleased to announce the appointment of Todd Campo as...

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  • James Barclay Joins Oak Ridge Investments as Senior Vice President, Regional Sales Director

    James Barclay Joins Oak Ridge Investments as Senior Vice President, Regional Sales Director

    Firm targets asset growth through planned distribution & marketing team additions CHICAGO – January 11, 2016: Oak Ridge Investments, LLC is pleased to announce the appointment of James Barclay as...

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  • Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

    Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

    CHICAGO – September 29, 2015: Oak Ridge Investments, LLC, a long-standing investment advisory firm, today announced that Mark D. Goodwin has been appointed Chief Operating Officer, effective...

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  • Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

    Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

    CHICAGO, IL – October 21, 2014: Oak Ridge Investments, LLC is pleased to announce that, effective October 17, 2014, the Firm is now 100% employee owned. On June 2, 2014, Oak Ridge Investments...

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  • Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

    Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

    BOSTON AND CHICAGO – June 3, 2014 Pioneer Investments of Boston and Oak Ridge Investments, LLC of Chicago (Oak Ridge) today jointly announced that Oak Ridge will repurchase the 49% stake in Oak...

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  • Oak Ridge announces the appointment of Philip J. Callahan as Executive Vice President, Head of Distribution and Marketing

    Oak Ridge announces the appointment of Philip J. Callahan as Executive Vice President, Head of Distribution and Marketing

    CHICAGO – June 3, 2014:  Oak Ridge Investments, LLC is pleased to announce the appointment of Philip J. Callahan to the senior management team as Executive Vice President, Head of Distribution and...

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  • Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

    Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

    Oak Ridge Investments, LLC, is pleased to announce the appointment of Neil A. Cummins to the senior management team as Chairman. Mr. Cummins will join the Oak Ridge Executive Committee and be...

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