Jake Newsom


Jake joined Oak Ridge Financial in May 2019.

Jake works with both the equity capital markets group and the financial institution group; his primary focus is on mergers and acquisitions and capital raising.

Prior to joining Oak Ridge, Jake had experience in Portfolio Management and Equity Research participating in The Bulldog Fund, LLC, an advanced S&P500 strategy portfolio at the University of Minnesota Duluth. Jake also competed in the CFA Institute Research Challenge where Jake and his colleagues advanced to the America's Finals to compete in New York City. Jake's experience also extends into Corporate Finance and Accounting working for Bio-Techne Corporation, a publicly traded Life Sciences company.

Jake graduated with a Bachelors of Business Administration in Financial Markets Finance from the University of Minnesota Duluth.

Phone (763) 923-2278