Neil founded Oak Financial Group in 1990 and is the President, CEO and Co-Chief Investment Officer. Neil chairs the Investment Committee and oversees the firm’s full array of investment activities including market research, investment due diligence, portfolio construction, financial planning and investment management. Since entering the investment field in 1980, Neil has served on several mutual fund advisory boards and continues to serve in this capacity. Neil graduated from The Bernard M. Baruch College of the City University of New York with a BBA in Business and holds the Series 65 Uniform Investment Advisor License.
Neil’s free time is mostly spent on philanthropy, with an emphasis on special needs children. Along with others, Neil started a special needs organization called “Healing Hearts” and has now expanded this group to working in conjunction with Abilis, another 501c3 non-profit.
Kyra E. Palmer, Co-Chief Investment Officer, Member of Investment Committee
Kyra is the Co-Chief Investment Officer and serves on the Investment Committee. Kyra manages trading and is actively involved in the development and implementation of the firm’s investment strategies, including market research, investment due diligence and portfolio construction. Kyra provides investment management and planning services to clients and her responsibilities include relationship management and client development. Kyra has been with Oak Financial Group since 2006. Kyra is a graduate of the University of Connecticut where she received a B.S. in Marketing with a concentration in Finance. She holds the Series 65 Uniform Investment Advisor License.
Kyra enjoys soccer, golf, and running in various road races.
Richard A. Palmer, Consultant & Member of Investment Committee
Rich brings over four decades of industry experience to the firm and serves as a Consultant and member of our Investment Committee where he is involved in the development and implementation of the firm’s investment strategies. Rich is a graduate of Fordham University with a B.S. in Finance. Throughout his career he has held Series 7, 24, 63, and 65 licenses.
Rich and his wife live in North Carolina where he enjoys golf, volunteering as a local fireman and visits from his four daughters and family.
Kori is the Chief Operations Officer and Chief Compliance Officer and oversees all compliance, operations and customer service functions at Oak. She is responsible for ensuring that the firm operates in compliance with legal requirements including all applicable Securities & Exchange Commission Rules and Regulations. Kori has been with Oak since 2004 and has over 10 years of experience. Kori is a graduate of the University of Connecticut and is a member of the National Society of Compliance Professionals.
Kori enjoys yoga and is an avid runner, marathoner and tri-athlete.