Stephen DiTursi is a seasoned executive with a wealth of experience in the financial industry. Currently serving as CEO and Chief Investment Officer, Stephen brings strategic leadership and expertise to his role. His primary focus is on portfolio risk management, ensuring that investment activities across the firm are structured effectively. Additionally, Stephen oversees the integration of investment personnel and administrative operations, driving efficiency throughout the organization.
Before his current position, Stephen held key roles in leading financial institutions. At Stone & Youngberg, he served as Head of Fixed Income Trading & Sales and was a member of the Operating Committee, contributing to strategic decision-making. He also held positions such as Head of Taxable Fixed Income at JVB Financial Group, LLC, and Head Industrial Bond Trader at Morgan Keegan & Keefe, Bruyette and Woods.
Stephen's leadership extends to his tenure as Head of Fixed Income Capital Markets at Gruntal & Co., where he served on the Board of Directors. Throughout his career, Stephen has demonstrated a commitment to driving organizational success through strategic initiatives and effective leadership.
With his extensive experience and proven track record, Stephen DiTursi remains a respected figure in the financial industry, known for his strategic vision and ability to deliver results.
Neil Crabb, a Senior Portfolio Manager, is highly regarded for his proficiency in constructing and managing fixed-income portfolios. With a wealth of experience, Neil oversees the firm's municipal research process and trading systems, ensuring optimal efficiency and performance. He leads the firm in driving the strategic bond initiative and identifying opportunities for new product offerings.
Previously, Neil served as Senior Vice President at Southwest Securities (now Hilltop Securities), where he excelled as a top-producing municipal sales trader, significantly increasing revenue for institutional and high net worth accounts within the municipal department.
Before his tenure at Southwest Securities, Neil achieved notable success at Associated Brokers, where he was recognized as a top-producing broker for multiple years. He also spearheaded the launch of a municipal trading system, further enhancing the company's capabilities and market presence.
As Managing Director at International Exchange Brokers, Neil managed the IEB opportunity strategy, encompassing investment-grade municipal, corporate, and government bonds. His strategic insights and leadership were pivotal in driving success within the organization.
Neil holds a Series 65 license, affirming his expertise as a Uniform Investment Advisor. With his extensive background and proven track record, Neil Crabb remains a highly respected figure in the financial industry.
James Kim, Senior Portfolio Manager, brings a wealth of experience to his role. Prior to joining the Investment Manager, he served as the CIO and Chairman of the Investment Committee for Alternative Capital Advisers, an alternative investment platform. During his tenure there, Mr. Kim conducted investment and operational due diligence, focusing on identifying undiscovered hedge funds and niche strategies such as real estate and life settlement funds.
Before his time at Alternative Capital Advisers, James Kim held the position of Senior Research Analyst at Terrapin Asset Management, an alternative investment firm with a diverse portfolio including hedge funds, advisory services, and private equity ventures. At Terrapin, he played a key role in the allocation committee, conducting investment due diligence across various strategies including equity long/short, event-driven, global macro, distressed, and credit. Additionally, Mr. Kim contributed to the acquisition process of Hennessee Group and Insana Capital Legends Fund, and was involved in managing mid-capitalization focused, long-only, and long/short equity funds.
Prior to his work at Terrapin, James Kim gained experience as an Investment Banking Analyst at Chardan Capital Markets, where he participated in mergers and acquisitions, initial public offerings (IPOs), and special purpose acquisition company (SPAC) deals in the US and China. He began his career in Deutsche Bank's Investment Banking, Corporate Finance Division.
James Kim graduated magna cum laude from Rutgers Business School with a Bachelor of Science degree in Finance and Sociology. He is a member of Beta Gamma Sigma and holds a CAIA charter.
Keith Cronin, Portfolio Manager, is responsible for overseeing the corporate bond portfolios, including security selections, and hedging characteristics. He joined the firm in 2014, focusing on evaluating relative value opportunities and managing portfolio risk alongside a team of fixed income specialists.
Before joining the firm, Keith served as the Director of Fixed Income at Oppenheimer & Co., where he conducted research and provided insights into global fixed-income markets. Prior to that, he worked as a Fixed-Income Trader at JVB Financial, where he traded an investment-grade book and established a bond desk with full multi-currency support. Keith began his financial career at HSBC private bank, where he held various roles trading its proprietary institutional corporate bond portfolio.
Joanne Costantini is a seasoned financial professional with a robust background in the municipal industry. Currently serving as CFO and Chief Compliance Officer, Joanne leverages her extensive experience to manage relationships with regulatory and compliance bodies, ensuring strict adherence to the firm's internal policies and procedures. Her role also encompasses overseeing client onboarding, investment reporting, and the implementation of administrative activities, vital components of operational success.
Throughout her career journey, Joanne has demonstrated exceptional proficiency and contributed significantly to the organizations she has served. At THB Asset Management, she played a pivotal role in migrating all performance data from Excel to the Advent Portfolio Accounting System, streamlining processes and bolstering efficiency.
During her tenure at Armstrong Shaw Associates, Joanne's adeptness in client service and business development was evident through her successful completion of Request for Proposal (RFP) processes, which led to the acquisition of new accounts and increased revenue for the firm.
At SS&C Technologies, Joanne's leadership as Assistant Manager was instrumental in directing a team responsible for providing portfolio accounting services to a diverse portfolio of hedge funds, ensuring meticulous attention to detail and adherence to industry standards.
Joanne Costantini holds a Bachelor of Arts degree from Iona College, underscoring her commitment to continuous learning and professional development. With her wealth of experience and unwavering dedication to excellence, Joanne remains a respected figure in the financial industry, renowned for her expertise in compliance, client service, and operational management.
Miranda Crabb is responsible for Investor Relations and business development at One Oak. Her focus is on developing new client relationships while simultaneously nurturing One Oak’s existing client base.
Prior to joining One Oak Capital Management in 2024, Miranda was a Director for Baylor Scott and White Quality Alliance where she was responsible for marketing programs within the healthcare system.
Miranda graduated with a Master of Science degree from the University of Texas at Arlington.
Joseph H. Marren, Head of Research and Portfolio Manager, oversees the firm's research strategy across all sectors and asset classes.
Joe brings extensive experience to the position. He previously served as President, Chief Executive Officer, and Chief Investment Officer of KStone Partners LLC, a firm specializing in managing funds-of-hedge funds with a primary focus on the municipal securities market.
Prior to co-founding KStone Partners, Joe spent 23 years in senior roles leading business development within the Mergers & Acquisitions (M&A) departments of Citigroup, Credit Suisse, Donaldson, Lufkin & Jenrette, and Sagent Advisors. He has authored two M&A books published by Dow Jones Irwin and has taught a class on M&A as an adjunct professor at NYU’s Stern School of Business. In addition, he has been a guest lecturer at Fordham Law School, Columbia Law School, and Columbia Business School on federal government accounting and M&A-related topics.
Joe holds a BBA from the College of William & Mary, a JD from Fordham Law School, and an MBA from NYU Stern School of Business. He is a certified public accountant (inactive).
Joseph Marren serves as an Associate Portfolio Manager, where he supportsthe construction and management of municipal bond portfolios across tax-exemptand taxable strategies. His responsibilities include identifying relative valueopportunities, overseeing active portfolio positioning across all separatelymanaged accounts.
Joseph works closely with the investment team on credit selection, sectorallocation, and trade execution. He plays a key role in firmwide system enhancements. Joseph also supports broader firminitiatives, including trading operations and marketing efforts.
Prior to joining One Oak, Joseph was with KStone Partners, where he gainedinvaluable exposure to municipal managers across the fixed income landscape. Inthat role, he was actively involved in investment committee decision-making andsupported the firm’s marketing efforts. Joseph holds a Series 65 license,affirming his expertise as a Uniform Investment Advisor. Joseph received a Bachelor of Science inEconomics from Miami University.
Michael DiTursi, serving as a Portfolio Manager, actively manages investment portfolios containing municipal and corporate bonds. He assumes a pivotal role in identifying investment opportunities, analyzing economic indicators, and tracking interest rate trends to inform strategic portfolio decisions.
Leveraging his expertise in fixed income markets, Michael supervises proprietary trading models and supports hedging strategies to manage risk andbolster portfolio stability.
Michael's experience on interest rate derivative desks at Sumitomo Mitsui Banking Corporation and Morgan Stanley has provided him with valuable insights into Fixed Income Markets. Michael holds a Series 65 license, affirming his expertise as a Uniform Investment Advisor. Michael received a Bachelor of Arts degree from Rollins College, where he was a member of the Varsity Golf Team.
One Oak Capital Management, LLC is an SEC-registered investment adviser.Registration does not imply a level of skill or training. Past performance isnot representative of future results. Portfolios are limited to accredited orqualified investors as defined under SEC Rule 501 of Regulation D. Please readall offering documents carefully before investing. One Oak Capital Management,LLC claims compliance with the Global Investment Performance Standards (GIPS)and has been independently verified for the periods 2019 through 2022.
