Stephen DiTursi, chief investment officer and CEO for One Oak Capital Management, has nearly 30 years of bond investing, risk management, portfolio construction, and trading solutions, skills he uses to oversee operations of the firm he founded in 2013.
Before founding One Oak, Stephen was head of fixed income trading and sales at Stone and Youngberg and a member of its operating committee. Previously, he was head of taxable fixed income of JVB Financial Group, LLC, a boutique firm specializing in the sales and trading of fixed income securities. Stephen spent a combined 15 years at Morgan Keegan & Company and Keefe Bruyette & Woods, where he served as a head industrial bond trader. Additionally, he was head of taxable fixed income and a member of the board of directors of Gruntal & Co.
Stephen's experience includes trading, management, and risk oversight of investment-grade corporate bonds.
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 on One Oak's fixed income team, is responsible for leading a team of bond specialists, portfolio construction, and risk management for the firm’s hedged municipal strategies. He joined the firm in 2017.
Before joining One Oak, Neil worked at Hilltop Securities as a senior vice president, managing municipal bond portfolios as a team member producing top quartile performance track records for institutional and HNW clients. Before Hilltop, he built strategic relationships with the broker/dealer community as a portfolio manager for Associated Brokers and managing director at International Exchange Brokers.
A U.S. Marine Corps combat veteran who served in Operation Desert Storm, Neil prides himself on bringing a blend of focus and discipline to deliver results. He holds a FINRA Series 65 registration.
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.
Neil Crabb, a senior portfolio manager on One Oak's fixed income team, is responsible for leading a team of bond specialists, portfolio construction, and risk management for the firm’s hedged municipal strategies. He joined the firm in 2017.
Before joining One Oak, Neil worked at Hilltop Securities as a senior vice president, managing municipal bond portfolios as a team member producing top quartile performance track records for institutional and HNW clients. Before Hilltop, he built strategic relationships with the broker/dealer community as a portfolio manager for Associated Brokers and managing director at International Exchange Brokers.
A U.S. Marine Corps combat veteran who served in Operation Desert Storm, Neil prides himself on bringing a blend of focus and discipline to deliver results. He holds a FINRA Series 65 registration.
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 2016, 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.
Joanne Costantini is responsible for implementing One Oak's compliance program and the primary day-to-day management of financial-related activities and client matters. She joined the firm in 2015 to create efficiency in business and customer operations.
Before joining One Oak, Joanne worked as a client service manager at THB Asset Management, managing the overall business operations of the firm and collaborating across functions to drive deliverable quality. Before THB, she was principal and client services manager at Armstrong Shaw Associates, with an RFP that produced $1 million in annual revenue for the firm. Joanne began her financial career as an assistant manager at SS&C technologies.
Joanne has spent decades serving the industry, including directing a team in providing portfolio accounting service to over 50 hedge funds.
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 and bolster 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. He holds a Bachelor of Arts degree from Rollins College, where he participated on the Varsity Golf Team.
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