NewOak Capital Information

NewOak is an independent financial services advisory, asset management, and venture firm built for today’s global markets. Powered by a team of experienced asset-class, market and legal practitioners, NewOak Advisors provides a broad range of services to the world’s leading investment and commercial banks, insurance companies, asset managers, law firms and regulators spanning multiple asset classes (residential and commercial mortgages, consumer, public and corporate finance and related securitizations), complex securities and structured products. These services include valuation, fundamental credit analysis, financial dispute resolution, stress testing, capital adequacy, governance, risk management, regulatory compliance, loan servicing oversight, model and process validation, due diligence and surveillance. Backed by leading-edge analytics, data capabilities and proprietary, customizable financial technology solutions, NewOak collaborates with clients to convert complex business threats into competitive advantage. Headquartered in New York City with affiliate companies based in Boston, Massachusetts, and South Jordan, Utah