CHICAGO – September 16, 2014: Oak Ridge Investments, LLC is pleased to announce the appointment of Malcolm J. Lunn as Senior Vice President and Regional Sales Director of the Southwest region of the U.S. Mr. Lunn will be responsible for positioning our mutual funds, separate accounts and private placement investments within Wealth Management, Retirement, and Private Banks.
Mr. Lunn has an extensive background in the financial services industry, with over 15 years of experience, serving as both a retirement specialist and advisor. Most recently, Mr. Lunn was Vice President for the Retirement Services Group at Goldman Sachs Asset Management focusing on the defined benefit and defined contribution market.
“Malcolm brings extensive experience and knowledge to Oak Ridge Investments” says Phillip Callahan, Head of Distribution & Marketing “and his expertise in retirement planning, portfolio construction, and wealth management strategies will be very beneficial to the clients we serve.”
Mr. Lunn received his B.S. from San Jose State University and his M.S. in Financial Planning from the College for Financial Planning. He is also a Certified Financial Planner and Accredited Investment Fiduciary.
According to Neil A. Cummins, Chairman, “Effective marketing coverage of our advisor, institutional, RIA, retirement and sub-advisory clients is a key component of our business strategy. Malcolm Lunn’s significant experience, product knowledge, industry network and leadership skills bring considerable strength to our client-driven and performance-oriented Firm. Malcolm’s hiring emphasizes the critical role of distribution in developing the Oak Ridge Investments brand in the Firm’s future plans for growth, which focuses on the knowledge and continuity of our experienced portfolio management team.”
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 in excess of $4.4 billion.
Philip J. Callahan, 312-857-7034