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 Senior Vice President and Regional Sales Director of the Central region of the U.S. Barclay will be responsible for positioning our mutual funds, separate accounts and private placement investments within Wealth Management, Retirement, and Private Banks.
Barclay comes to Oak Ridge Investments with over 20 years of experience in the financial services industry serving both the retirement and wealth management channels. He joins from Neuberger Berman, where he held various financial intermediary sales and sales leadership positions since 2000.
Barclay’s product experience is deep and includes mutual funds, separate accounts, private funds, structured products, liquid alternatives and retirement plans. Dedication to his industry and commitment to client service led him to receive the inaugural Neuberger Berman Wirehouse “Roy” Award in January of 2015. This Firm award came from a vote of over 200 of his Firm/Sales peers and selection criteria included consistent sales track record, leadership, product knowledge and being a team player.
“Jim brings extensive experience, knowledge and leadership to Oak Ridge Investments” says Philip J. Callahan, Head of Distribution & Marketing. “His expertise in both wealth management strategies and service will provide great benefits to us internally, and most importantly, to the clients we serve.”
Barclay will operate out of the firm’s Chicago headquarters. Previous to Neuberger Berman, he worked for Calamos Asset Management, Van Kampen Securities and Wayne Hummer Investments.
According to Neil A. Cummins, Chairman, “Effective marketing coverage of our priority distribution channels is a key component of our business strategy. Jim brings his leadership skills and industry network to provide considerable strength to our client-driven and performance-oriented Firm. Jim will play a critical role in achieving the Firm’s future plans for growth; his knowledge and experience in distribution will play an integral role in that success.”
ABOUT OAK RIDGE INVESTMENTS:
Oak Ridge Investments is an investment management firm located in Chicago and New York. Founded in 1989, Oak Ridge is focused on providing select, actively managed equity strategies to its broad range of clients. The firm currently manages above $4.5 billion.
Philip J. Callahan, Head of Distribution & Marketing
p: 312-857-2167 | firstname.lastname@example.org