CO-FOUNDER AND CEO
As co-founder and CEO of Oakbrook, Craig Cook brings over 35 years of experience in technology-based solutions for wealth management providers and the asset-management industry, focusing on new product development for trust systems, investment management systems, and proprietary systems. He excels at analyzing, designing, and delivering application software-based solutions of varying scopes and sizes.
Combining deep knowledge of the wealth business with technical and project-management skills honed over time, Craig has built a record of success in developing proven workflow solutions for any wealth-management channel.
RIA & TRUST PRACTICE
Steve Randolph leads the strategic consulting practice focused on the bank, RIA, and trust company market segment. A 40-year veteran of the wealth management industry, Randolph brings his proven track record in strategic planning, change management, product design, marketing, technology, and back-office operations to bear holistically on a broad range of client challenges.
Steve graduated with a B.B.A from the University of Georgia and received his M.B.A. from Georgia State University. He and his family reside in Hendersonville, NC.
FAMILY OFFICE PRACTICE
As managing director of the family office practice at Oakbrook, Chris Martinez brings over 25 years of operations and technology expertise within the industry, Chris has been a trusted adviser to family offices ranging from startup SFOs, to Forbes 400 families, to multi-billion dollar, multi-generational MFOs. Prior to consulting, Chris held C-level roles with The PrivateBank, Wilmington Trust, Bingham Legg Advisers, and Webster Management Group, leading business growth and transformational change initiatives. Chris is a frequent speaker at family office meetings and conferences and contributor to industry publications, thought leadership reports and white papers.
BUSINESS TRANSFORMATION PRACTICE
Michael Perez, managing director of Oakbrook’s Business Transformation Practice, has over twenty-five (25) years’ experience in providing professional services to the wealth management industry with a target on private banking and trust companies. Michael has acquired a unique combination of asset management business skills and systems experience. He has led multiple finance transformation programs such as business process outsourcing, financial systems implementation, merger conversion and integration, performance improvement, and process redesign.
Prior to joining Oakbrook, Michael was the president and owner of a NY based technology consulting firm established in 1999, dedicated to providing professional services to some of the oldest trust companies in the U.S. that provide personal wealth management both domestically and internationally for some of the wealthiest individuals and families. Prior to this Michael was a Manager in the Business Advisory Services division of Grant Thornton LLP servicing wealth management clients. Prior, a Vice President of Wealth Management Enterprise Application Services at Fiduciary Trust International supporting the core multi-currency trust accounting systems. He also held positions at Chase Private Banking.
Norma Canales provides superior recruiting services and assisting with the day-to-day business needs of staffing and recruiting. Norma is our point of contact and communication manager for all consultants and her ability to recruit the best in class makes her a distinctive specialist in the Wealth Management industry.
Joining Oakbrook in 2007, Norma was hired as an Account Manager responsible for managing client relationships. In 2011, she was promoted to Recruiting Director responsible for identifying, interviewing, and recruiting top talent in the Wealth Management industry.
Norma has 17 years’ experience in Institutional Trust and Custody Services. She worked as an Operations Specialist at Wachovia Bank and held positions in corporate actions, trade advisory services, maturities and transaction processing. Norma transitioned to an Account Manager role servicing Latin America clients, and later moved to a New Business Conversion Coordinator role for the Institutional Custody group. Her primary trust system experience is with the SEI Trust 3000 System.
Norma and her husband currently reside in the Philadelphia area.
MANAGING DIRECTOR OF SALES AND RELATIONSHIP MANAGEMENT
Tim Buhler came to Oakbrook Solutions in 2006 as a Relationship Manager handling both regional and national client initiatives. In 2020, Tim was promoted to Managing Director of Sales and Relationship Management responsible for developing existing accounts and identifying new opportunities throughout the Financial Services industry.
Tim brings 25 years of financial services experience in employee benefits, retirement services, and institutional trust and custody to Oakbrook. His work in retirement services included small plan project management while acting as an employee benefits consultant assisting plan sponsors with all aspects of their 401k offerings.
In 2000, Tim moved to Institutional Trust and Custody as a trust officer within Institutional Trust Services. In 2001, Tim was promoted into a trust relationship management role learning the ins and outs of front, middle and back office operations to ensure client needs were met and departmental capabilities were fully utilized. The move to the Institutional Sales Group gave Tim exposure to bank products and offerings throughout Wealth and Investment Management to ensure client needs were being addressed.