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working group members

Broad Oak Advisors augments its capabilities by assembling and leading seasoned working groups of experts tasked to achieve client objectives. The composition of each working group is customized by Broad Oak to address specific client needs. Some of the key working group professionals with whom Broad Oak conducts business are listed below.

Click any working group member for more information.

Brian K. Coventry Brian K. Coventry
Director, Investment Banking and Principal
Broad Oak Partners, LLC
Professor Jeffrey J. Haas Professor Jeffrey J. Haas
U.S. Corporate and Securities Law
New York Law School
Andrew R. Reiser Andrew R. Reiser
Managing Director
Strategic Capital Management, LLC
James R. Simpson James R. Simpson
Founder and Managing Partner
Corporate Finance Solutions, LLC
Robert J. Mitchell Robert J. Mitchell
FINOP and Chief Compliance Officer
Broad Oak Partners, LLC