Joe SullivanJoe Sullivan
Managing Director - Equity Capital Markets

(763) 923-2225

jsullivan@oakridgefinancial.com

Mr. Sullivan is a financial executive with over 25 years of research and investment banking experience. Prior to joining Oak Ridge Financial, he lead the Corporate Finance and Investment Banking team at Dougherty & Company. Mr. Sullivan also worked for several years as a Research Analyst at Craig-Hallum, Dougherty & Company and Feltl & Company. His areas of coverage and prior financial transactions have encompassed a broad range of industries , with the primary focus on emerging growth companies.

Mr. Sullivan received a Bachelor of Arts degree in Economics and Finance from St. John's University and holds the designation of Chartered Financial Analyst.

 


Mark HagenMark Hagen
Senior Vice President

(763) 923-2275

mhagen@oakridgefinancial.com

Mark joined Oak Ridge Financial in April, 2017 as an Investment Banker in the Emerging Growth Group. Mark brings over 20 years of Institutional Equity Sales and Investment Banking experience to Oak Ridge. Mark holds an MBA from St. Cloud State University and a Bachelor of Science degree in Business Administration from the University of Wisconsin – Stout.


 


David LantzDavid Lantz
Senior Vice President - Equity Capital Markets

(763) 923-2274

dlantz@oakridgefinancial.com

David has over 20 years of investment banking experience raising capital through private placements, PIPEs, IPOs and follow-on offerings. This time period also includes work in M&A and fairness opinions. He joins us at Oak Ridge having spent time working at Dougherty & Co., Feltl and Company, MJSK, and R.J. Steichen.

David holds the designation Chartered Financial Analyst. His MBA in finance is from the University of Minnesota, and his Bachelor of Arts is from Wheaton College in economics and political science.

 


Mike LarsonMike Larson
Senior Vice President

(763) 923-2273

mlarson@oakridgefinancial.com

Mike joined Oak Ridge Financial's Emerging Growth Group in 2017 to focus on the capital needs of small public and private companies. Mike has more than twenty years of experience in the financial industry with a strong focus on Institutional Sales and Investment Banking. Mike holds a Bachelor of Arts in Political Science from the University of Minnesota.


 

David Burdick
Senior Research Analyst
(763) 923-2261
dburdick@oakridgefinancial.com


David Burdick serves as Senior Research Analyst within the Equity Capital Market group at Oak Ridge Financial. Prior to joining Oak Ridge Financial in June 2019, David worked at Dougherty & Company as a Research Analyst covering consumer and industrial companies. David begin his career in public accounting at Deloitte. David holds Bachelor of Science degrees in Accounting and Finance from the University of North Dakota.

 

Jake Newsom
Analyst
(763) 923-2278
jnewsom@oakridgefinancial.com


Prior to joining Oak Ridge in May 2019, Jake had experience in Portfolio Management and Equity Research participating in The Bulldog Fund, LLC, an advanced S&P500 strategy portfolio at the University of Minnesota Duluth. Jake also competed in the CFA Institute Research Challenge where Jake and his colleagues advanced to the America's Finals to compete in New York City. Jake's experience also extends into Corporate Finance and Accounting working for Bio-Techne Corporation, a publicly traded Life Sciences company. Jake graduated with a Bachelors of Business Administration in Financial Markets Finance from the University of Minnesota Duluth.

Emerging Growth | Investment Banking