“Innovative financial solutions for your unique needs”

Oak Ridge’s Financial Institutions Group specializes in providing investment banking and fixed income sales and trading services to financial companies including banks, thrifts, insurance companies, money managers, public funds, finance companies and specialty lenders. Our team consists of professionals with nearly 100 years experience with in-depth knowledge of the capital markets and financial services industry.

Investment Banking Services


We have the experience to structure and execute complex, innovative transactions to meet your financial institutions’ specific requirements.  Our services include:

  • Equity and debt financings
  • Rights offering advisory and execution services
  • Merger and acquisition advisory
  • Valuation services
  • Fairness Opinions
  • Strategic Planning

Sales and Trading


We offer fixed income securities sales and trading of agency, municipal and whole loan securities to financial institutional investors. Our pricing and fees are highly competitive and we have access to significant amounts of new and secondary issues.

Our Team

Craig P. Mueller
Managing Director
(763) 923-2205
Craig's Bio

David Stieber
Managing Director
(763) 923-2291
David's Bio

Jake Newsom
(763) 923-2278
Jake's Bio

Bruce Bennett
Senior Vice President
Institutional Sales
(763) 923-2294
Bruce's Bio

Mark Bennett
Vice President
Institutional Sales
(763) 923-2276
Mark's Bio


Recent Transactions



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