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 About Us
The partners in Oakmont have an average of over twenty years serving the needs of the affluent marketplace at major global financial institutions. With a true focus on teamwork, the partners will be involved with and accessible to each and every client of Oakmont.
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Peter’s twenty-six years in financial services includes senior executive positions focused on personal trust services, capital markets, mergers and acquisitions, hedge funds and private equity products. Most recently at John Hancock, Peter has also held executive positions at Fidelity Investments and Sun Life Financial Services.
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John’s eighteen year career in financial services has been dedicated to providing innovative product and client service solutions for affluent investors and their advisors. John has held senior executive positions in marketing and client management at Fidelity Investments, Scudder Kemper Investments and most recently at Rydex Investments.
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John brings over a decade of experience in devising and deploying financial, investment and wealth preservations solutions to the broad market, ranging from corporations to high net worth individuals. John held senior positions at Bank of Boston, Fidelity Investments and Ernst & Young and was Founder and President of CastleGuard Wealth Management.
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Myranda (Mimi) has spent the past 25 years devoted to serving individual clients, small institutions, and not-for-profit organizations through developing and implementing investment strategies, setting portfolio structure, and careful selection of securities. Mimi has held senior positions at PNC Bank, New England, and was a founding partner and Managing Director at Johnson Illington Advisors. She has also established the nationally distributed Fund for charitable Giving, and has served as Chair of the Fund’s Board of Directors. |
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Jane has been a consultant to the financial services industry and to affluent individuals for over 25 years. Jane has extensive expertise in client life services management, such as eldercare, second career counseling, and philanthropic services. Her prior experience includes positions at Wellington Management and Fidelity Investments.
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