Ravi Malhotra is a financial advisor at Oak & Reed Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses. The firm offers portfolio and asset management, financial planning, and pension consulting, managing approximately $19 million in client assets with a focus on fundamental analysis supplemented by technical and macroeconomic factors.

Joshua Young is a financial advisor at Oak & Reed Capital Management, LLC, holding a Series 66 designation with nine years of industry experience. He has been associated with Merrill Lynch since 2007 and is involved in talent management and fashion consulting through Brooklyn Boyz Production. Oak & Reed Capital Management serves individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management and financial planning services. The firm’s investment approach combines fundamental analysis with technical and macroeconomic factors, and it provides pension consulting with a fiduciary role under ERISA.