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 Marketing. Mr. Callahan will join the Oak Ridge Executive Committee and be responsible for leading the Firm’s client facing activities.
Mr. Callahan has an extensive background in the asset management industry, both in sales and sales management. Most recently, Mr. Callahan was the National Sales Manager for the Retirement Services Group at Goldman Sachs Asset Management. Previously, Mr. Callahan spent over 12 years, from 1996 to 2008, with Neuberger Berman and served as the National Sales Director for Intermediary Distribution for eight of those years. His team there was responsible for distribution of all Neuberger and Lehman Brothers investment solutions across multiple channels including broker-dealer, sub-advised, insurance, bank, RIA and retirement.
Phil received his B.S. from the Boston College Carroll School of Management.
According to Neil A. Cummins, Chairman, “It is critical that Oak Ridge Investments maintains a broad, deep and effective marketing effort in the distribution of our mutual fund, SMA and special purpose strategies. Phil’s experience and background bring proven leadership and solutions to our marketing focus on our advisory, institutional, retirement, consultant and sub-advisory clients. Given our current strategies and product mix, as well as our planned strategy expansion, Phil’s hire emphasizes the critical role of both distribution and developing the Oak Ridge brand, which complements the strength and continuity of our portfolio management and analytics.”
ABOUT OAK RIDGE INVESTMENTS:
Oak Ridge Investments, LLC, is an investment advisory firm located in Chicago, Illinois. Founded in 1989, Oak Ridge manages portfolios for institutional and high net worth investors. Oak Ridge employs a high-quality growth style of investing, which focuses on identifying companies with superior earnings growth characteristics that are selling at a reasonable price. Across Oak Ridge’s investment strategies we seek to provide long-term capital appreciation. The firm currently manages over $4.2 billion.
Neil A. Cummins, 312-857-7030