Former AlphaSense, Deutsche Bank, Morgan Stanley and Citi finance executive joins the company to fuel next phase of growth
About White Oak Management
White Oak Management is a privately-owned investment firm that specializes in alternative asset classes. Founded in 2007, its headquarters are located in San Francisco, California. The company is primarily focused on managing investments in real estate, private credit, and infrastructure, with a particular emphasis on sustainable investments, such as renewable energy. White Oak Management manages a portfolio of investments for both institutional and individual investors. Their clients include pension funds, endowments, foundations, family offices, and high-net-worth individuals. The company’s investment strategies are based on rigorous analysis, fundamental research, and a long-term investment horizon. The firm’s infrastructure investments include transportation, water, and power assets, while its real estate investments span a range of sectors, including commercial, industrial, residential, and healthcare. White Oak Management’s private credit investments encompass a broad range of sectors, including healthcare, technology, and specialty finance. The company’s leadership team has extensive experience in managing alternative investments and is committed to responsible investing practices. White Oak Management is a member of the United Nations-supported Principles for Responsible Investment (PRI) and adheres to a set of environmental, social, and governance (ESG) criteria when evaluating investment opportunities.
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