Each member of our team is highly accomplished, from their academic successes to their career track record. Each also adds to the synergy in our philosophy, in our single-minded commitment to the task at hand—delivering on our goal to investors and ourselves: “Every Year Better.”
Check the background of these investment professionals with FINRA’s BrokerCheck.
INVESTMENT MANAGEMENT & RESEARCH
We employ rigorous selection processes when identifying and selecting the stocks we invest in. We approach the composition of our investment team in the same way. Each member of the team is highly accomplished and shares a personal passion for investing. It is that passion that leads to cohesiveness among us, enabling us to work so effectively as a team.
David M. Klaskin
CEO & Chief Investment Officer
Mr. Klaskin founded Oak Ridge Investments in 1989 and leads our firm and its investment team. He has developed and implemented the investment discipline that is applied across all Oak Ridge products. He is co-portfolio manager of the Oak Ridge Small /Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. He is lead portfolio manager of the Dividend Growth strategy as well. Mr. Klaskin also chairs the firm’s Executive Committee. He has been featured on television, radio, and in numerous publications. Prior to establishing Oak Ridge, Mr. Klaskin worked as an investment executive at Shearson Lehman Hutton for eight years. Mr. Klaskin is a native of Chicago and graduated from Indiana University with a B.S. in Finance.
Robert G. McVicker
Executive Vice President & Senior Portfolio Manager
Mr. McVicker has been with Oak Ridge Investments since its inception in 1989. He guides our investment research process and co-manages the Small/Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. Mr. McVicker is also a member of the firm’s Executive Committee. Prior to joining Oak Ridge, Mr. McVicker was a trader at the Chicago Board Options Exchange. He is originally from Cincinnati and graduated from Ohio State University with a B.S. in Finance.
Kenneth S. Kailin, CFA
Executive Vice President, Senior Portfolio Manager & CCO
Mr. Kailin joined Oak Ridge Investments in 2002. He is actively involved in equity research and co-manages the firm’s Mid Cap Growth equity strategy. Mr. Kailin is a member of the firm’s Executive Committee. Prior to his position with Oak Ridge, Mr. Kailin was a partner and portfolio manager of Skyline Asset Management, L.P. Prior to joining Skyline in 1987, he was a loan officer with Cole-Taylor Financial Group and before that a bank examiner with the FDIC. Mr. Kailin, a native of Chicago, graduated from Indiana University with a B.S. in Finance. He then earned his MBA from the University of Chicago and subsequently his Chartered Financial Analyst designation.
Brian L. King, CFA
Senior Vice President & Portfolio Manager
Mr. King joined Oak Ridge Investments in 2006, is actively involved in equity research, and co-manages the firm’s Mid Cap Growth and Dividend Growth equity strategies. Prior to his position with Oak Ridge, Mr. King worked for three years as a research analyst at Timeless Investment Management and Research in support of their Small-Cap Domestic-Equity portfolio. Prior to that, he served as a Lieutenant in the U.S. Navy. Mr. King, a native of Chicago, graduated from the United States Naval Academy with a B.S. in Economics. He then earned his MBA in Finance from the University of Michigan and became a CFA charterholder.
Robert B. Corman, CFA
Executive Vice President
Mr. Corman joined Oak Ridge Investments in 2014 and is responsible for company research and analysis. He is also a member of the firm’s Executive Committee. Prior to joining Oak Ridge, Mr. Corman served as trustee, asset manager and consultant for a collection of private trusts. He has also helped launch four start-up technology companies. From 2003 to 2009, Mr. Corman was employed at Neuberger Berman where his roles included Chief Investment Officer, Board Member, Director of Research and Portfolio Manager. Prior to his tenure at Neuberger Berman, Mr. Corman was Sector Head of Technology, Media & Communication for the domestic equity group at Soros Fund Management. Mr. Corman also served as a Partner at hedge fund RiverRock Partners managing investments focused on high-technology industries. Previously he was a Senior Research Analyst and Portfolio Manager at Jennison Associates. Mr. Corman gained additional investment experience working as a research analyst at firms GS Grumman and Northern Trust earlier in his career. Mr. Corman earned an MBA from the University of Chicago and a BBA in Accounting and Computer Science from the University of Wisconsin-Madison. He is also a CFA and CPA charter holder.
Walter Stackow, CFA
Senior Vice President & Director of Research
Mr. Stackow joined Oak Ridge Investments in 2016 and is responsible for company research and analysis. Prior to joining Oak Ridge, Mr. Stackow spent more than eleven years at Manning & Napier in St. Petersburg, Florida over two time periods, from 2008 to 2015 and 2002 to 2006. Most recently, after returning to the firm in early 2008, he was recruited to serve in a senior role as research analyst responsible for global consumer stocks and co-portfolio manager of the firm’s Small Cap Fund. During his first stint with the company he gained similar analyst and portfolio management experience. Between his tenures at Manning & Napier, Mr. Stackow was co-portfolio manager of the mid and large cap value strategies at FAF Advisors. Mr. Stackow began his investment career at G.W. Henssler Associates, an Atlanta-based investment firm, serving as a senior research analyst and member of their investment committee. Mr. Stackow earned his MBA from Emory University, and a BBA from Kennesaw State University. He is also a CFA charterholder.
Brad C. Comincioli, CFA
Senior Vice President & Research Analyst
Mr. Comincioli joined Oak Ridge Investments in January 2017 and is responsible for company research and analysis. He has over 20 years of experience in the institutional investment management industry. Prior to joining Oak Ridge, Mr. Comincioli spent thirteen years as a senior equity analyst with Northwestern Mutual as part of the team directly responsible for constructing and managing institutional portfolios. Additionally during his tenure, he held a variety of analytical and portfolio duties investing in companies of all sizes and in a broad range of industries including technology, telecomm and consumer staples. Prior to joining Northwestern Mutual, Mr. Comincioli started his investment career at State Farm Insurance where he was a senior equity analyst covering technology stocks. Mr. Comincioli earned his MBA from the University of Illinois, and a BA in Economics from Illinois Wesleyan University. He is also a CFA charterholder.
Vice President & Research Analyst
Mr. Anastasia joined Oak Ridge Investments in 2012 and is responsible for company research and analysis. Prior to joining Oak Ridge, Mr. Anastasia worked as a research analyst at Vestian Investment Management, a Chicago-based hedge fund. He previously worked in Deloitte & Touche’s Corporate Finance Group in New York, and at Bank of Montreal as an investment banking senior associate, where he worked on numerous completed transactions collectively valued at over $800 million, including mergers & acquisitions, public offerings and private placements. Mr. Anastasia graduated from the University of Chicago with honors.
Lane Brokaw, CFA
Senior Vice President & Research Analyst
Mr. Brokaw joined Oak Ridge Investments in 2015 and is responsible for company research and analysis in the technology sector. Prior to joining Oak Ridge, Mr. Brokaw worked as a product manager at Cashpath Financial, a Connecticut-based software startup focused on budgeting and personal finance. Mr. Brokaw graduated from Columbia University with a B.A. in History and is a CFA charterholder.
Senior Vice President & Head of Trading
Mr. Rynes joined Oak Ridge Investments in 2000 and directs the firm’s securities trading function, including trade execution, relationships with securities dealers, and supervision of all traders. Prior to joining Oak Ridge, Mr. Rynes served as an arbitrage clerk at the Chicago Board of Trade and the Chicago Mercantile Exchange, where he had a key role in hedging eurodollars against the various futures markets. Mr. Rynes is a native of Chicago and graduated from Miami University with a Bachelor of Arts degree in Psychology and a minor in Management Information Systems.
John K. Brinckerhoff
Chief Operating Officer
Mr. Brinckerhoff joined Oak Ridge Investments in 2015 as Senior Equity Trader and currently works alongside CEO David Klaskin on business development and corporate strategy. Prior to joining Oak Ridge, Mr. Brinckerhoff began his career in 2009 at Ziegler Capital Management LLC, and went on to become one of two traders on a desk trading over $2.5 billion in equities across the capitalization spectrum in various strategies and vehicles, including U.S., international and long/short equity strategies. Mr. Brinckerhoff, a native of Chicago, graduated from the University of Denver with a BSBA in Finance. He also holds a Masters in Finance from the University of Denver’s Daniels College of Business.