Tony Painter

CEO / Co-Founder

As CEO and co-founder of Oakbrook Solutions, Tony Painter brings over 30 years’ experience serving the Wealth Management industry.

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Craig Cook

President / Co-Founder

As co-founder and President of Oakbrook Solutions, Craig Cook brings over 30 years’ experience in technology-based solutions for wealth management providers.

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Steve Randolph

Managing Director,
RIA & Trust Practice

As Managing Director of Oakbrook’s RIA and Trust Practice, Steve 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.

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Chris Martinez

Managing Director,
Family Office Practice

Chris Martinez, CFP®, Managing Director of Oakbrook’s Family Office Practice, brings over 20 years of senior management experience, the last 18 of which were with wealth management and family office firms.

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Michael G Perez

Managing Director,
Business Transformation Practice

Michael Perez, Managing Director of Oakbrook’s Business Transformation Practice, has over twenty-five (25) years of experience in management consulting and advisory services with a focus in business transformation in Financial Services.

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Norma Canales

Recruiting Director

Norma Canales has 17 years’ experience in Institutional Trust and Custody Services. She worked as an Operations Specialist and held positions in Corporate Actions, Trade Advisory Services, Maturities and Transaction Processing.

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Tim Buhler

Director of Relationship Management

Tim Buhler brings 18 years of Financial Services experience in Employee Benefits, Retirement Services, and Institutional Trust and Custody to Oakbrook.

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Douglas Schappi

Practice Director, WealthWorx®

Douglas Schappi is responsible for the full lifecycle of system development for the business process management platform (BPM) inclusive of architectural design, analysis, testing and deployment.

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