CHICAGO – June 18, 2014: Oak Ridge Investments, LLC is pleased to announce that Susan S. Rudzinski has joined the firm’s compliance and legal departments acting as Compliance Officer and Associate General Counsel.
Ms. Rudzinski has an extensive background in compliance roles, most recently serving as Compliance Director for Convergent Capital Management LLC in Chicago where she was responsible for compliance and legal oversight for the firm’s investment advisory affiliates. While at Convergent, she also served as Chief Compliance Officer of CCM Advisors, LLC and Vice President of the CNI Charter Funds. In those roles, she managed sub-advisor review and compliance as well as mutual fund regulatory issues. In addition, Ms. Rudzinski performed due diligence of Convergent’s advisor acquisitions and risk management reviews of the business.
Prior to her work with Convergent, Ms. Rudzinski was with The Burridge Group LLC in Chicago where, over 18 years, she developed the compliance program and acquired hands-on knowledge of operations and trading. She has also consulted with a number of firms within the investment advisory industry, assisting in building and maintaining compliance programs.
Ms. Rudzinski graduated from Chicago-Kent College of Law, JD with Honors and received her undergraduate degree from Oberlin College with a BA in English.
According to Alan E. Molotsky, Executive Vice President, General Counsel, CFO and CCO, “Oak Ridge is very excited to have Susan join us, given her extensive experience and background. Susan will play a critical role at Oak Ridge as we expand and explore new opportunities as a firm.”
Oak Ridge Investments is well positioned to grow as it expands its investment, marketing and compliance teams, enters new markets and adds new products. A continued emphasis on a cohesive, experienced compliance team that is focused on legal and industry regulatory issues will continue to allow Oak Ridge to grow its investment management business and assets under management. This steadfast approach has allowed Oak Ridge to successfully manage investments for 25 years.
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.
Alan E. Molotsky, 312-857-1040