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Connor J.  Oak

Connor J. Oak

Wealth Advisor

Mr. Oak is a Senior Associate with WorkOptional, Inc. whose responsibilities include market research, investment selection, business development, and holistic financial plan development for his clients. Mr. Oak has gained a wealth of experience from working as an Investment Banking Analyst at Craig-Hallum Capital Group assisting in equity capital raises and mergers and acquisitions. Prior to Craig-Hallum, he interned in corporate finance for a national consumer foods company and in private equity research. Mr. Oak holds a B.S degree in International Management with an emphasis on Financial Economics from Gustavus Adolphus College where he was member of the men’s basketball team and finalist in the Gustie Entrepreneur Cup. Mr. Oak lives in the North Loop area of Minneapolis with his fiancé, Taylor, and enjoys time spent outdoors wakesurfing, traveling, exploring the local restaurant scene, and furthering his knowledge of wine.