Michael Oakes
President at The Conifer Group, Inc.
Net worth: 199 532 $ as of 2024-03-30
Profile
Michael T.
Oakes is currently the President at The Conifer Group, Inc. He previously worked as a Managing Director at Keefe, Bruyette & Woods, Inc. and as the Chief Financial Officer & Executive Vice President at James River Group, Inc. He also served as an Independent Director at James River Group Holdings Ltd.
from 2011 to 2023.
Oakes received his undergraduate degree from The University of North Carolina at Chapel Hill and his MBA from Harvard Business School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-05 | 21,455 ( 0.06% ) | 199 532 $ | 2024-03-30 |
Michael Oakes active positions
| Companies | Position | Start |
|---|---|---|
The Conifer Group, Inc.
 The Conifer Group, Inc. Real Estate DevelopmentFinance The Conifer Group, Inc. provides real estate, homebuilding, and property management services. The private company is based in Portland, OR. | President | 2011-01-31 |
Former positions of Michael Oakes
| Companies | Position | End |
|---|---|---|
| JAMES RIVER GROUP HOLDINGS, LTD. | Chief Executive Officer | 2010-05-31 |
James River Group, Inc.
 James River Group, Inc. Property/Casualty InsuranceFinance James River Group, Inc. owns and operates property and casualty insurance. The company was founded by J. Adam Abram in September 2002 and is headquartered in Raleigh, NC. | Director of Finance/CFO | 2007-11-30 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Chief Executive Officer | - |
Training of Michael Oakes
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JAMES RIVER GROUP HOLDINGS, LTD. | Finance |
| Private companies | 3 |
|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
James River Group, Inc.
James River Group, Inc. Property/Casualty InsuranceFinance James River Group, Inc. owns and operates property and casualty insurance. The company was founded by J. Adam Abram in September 2002 and is headquartered in Raleigh, NC. | Finance |
The Conifer Group, Inc.
The Conifer Group, Inc. Real Estate DevelopmentFinance The Conifer Group, Inc. provides real estate, homebuilding, and property management services. The private company is based in Portland, OR. | Finance |
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