Founder, CEO & Private Wealth Advisor
Founded SkyOak Capital in Palo Alto in 2010 after spending approximately 20 years with major financial firms in Silicon Valley, including Smith Barney and Merrill Lynch. With more than 35 years of wealth management experience, she leads the firm and continues to work directly with clients while managing SkyOak’s internally managed investment strategies.
Senior Wealth Advisor & Director of Employer Retirement Plans and Self-Directed IRA Services
Based in SkyOak’s Medford office, Damien works directly with individuals, families and business owners on investment management and financial planning. He also leads the firm’s Employer Retirement Plan and Self-Directed IRA practices.
Chief Operating Officer & Chief Compliance Officer
Beth oversees SkyOak’s operations, client service and compliance functions across the firm. She works closely with our advisors and clients to support the day-to-day operations of SkyOak and serves as the firm’s Chief Compliance Officer.
Director of Investment Strategies
Derek has been instrumental in the development of SkyOak since its early years. He created the RAAMPS investment methodology and has played a significant role in developing the firm’s investment systems, technology, research and strategic direction.
How Our Team Works Together
SkyOak’s boutique structure allows our advisors and staff to work closely together rather than operating as separate departments. Clients have a primary advisor who understands their overall financial situation, while other members of the team contribute their expertise when appropriate.
This collaborative approach allows us to bring together investment management, financial planning and specialized services while maintaining the personal relationships and direct access that have been part of SkyOak since its founding.
Talk to an advisor
Thirty minutes. No cost, no obligation.