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Gary R

Series 63, Series 65

Purchase, NY

One Oak Capital Management, LLC

Gary Reetz is a financial advisor at One Oak Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regis Advisors for 17 years and Fox Chase Capital Partners for over two decades. One Oak Capital Management provides discretionary portfolio management primarily to high-net-worth and individual clients, as well as pooled investment vehicles and private funds. The firm focuses on fixed-income strategies, including investment-grade corporate and municipal bonds, and operates multi-strategy funds with delegated trading authority under a first-loss framework.

Wealth management Active portfolio management Founder/Business Owner
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Leonardo B

Series 65

Purchase, NY

One Oak Capital Management, LLC

Leonardo Brenes is affiliated with One Oak Capital Management, LLC and holds a Series 65 designation. He has 24 years of experience working at Michael DeRosa Accounting. One Oak Capital Management provides discretionary portfolio management to high-net-worth individuals, pooled investment vehicles, and private funds. The firm specializes in fixed-income strategies and operates a Multi-Strategy Fund, utilizing sub-advisers and a first-loss capital framework.

Wealth management Active portfolio management Founder/Business Owner
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James C

Series 63, Series 65

Purchase, NY

One Oak Capital Management, LLC

James Crabb is a financial advisor at One Oak Capital Management, LLC with 32 years of industry experience. He held a position at Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak Capital Management in 2017. Outside of his financial career, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit organization assisting vulnerable populations in Israel. One Oak Capital Management provides discretionary portfolio management to high-net-worth individuals, pooled investment vehicles, and private funds, with a focus on fixed-income and multi-strategy investment approaches that include corporate and municipal bonds, equities, and commodity futures.

Wealth management Active portfolio management Founder/Business Owner
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Laraine V

Series 65

Purchase, NY

One Oak Capital Management, LLC

Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.

Wealth management Active portfolio management Founder/Business Owner
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