Matching Capital with Opportunity

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Pacific Oak Capital Markets

Pacific Oak Capital Markets is a wholesaler and managing broker-dealer for alternative investment offerings. Pacific Oak Capital Markets is committed to representing products where financial professionals can match capital with opportunity for their clients. Our team focuses on providing financial solutions to financial advisors and registered investment advisors. Its investment professionals are dedicated to delivering offerings that produce compelling risk-adjusted returns through real estate, private equity, and other alternative investment products.

Management Team

National Sales Manager

As the National Sales Manager for Pacific Oak Capital Markets, Jeff is responsible for overseeing the group’s regional vice presidents. In his 28...

Manager of Product and Due Diligence

As manager of product and due diligence for Pacific Oak Capital Markets, Mark oversees the performance reporting and analysis of current and past...

Director of National Accounts

As the Director of National Accounts for Pacific Oak Capital Markets, Lee leads the team that is responsible for initiating and facilitating...