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Robert Mcnair
Director at Oakbridge Partners
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Work Experience
Director
Jan 2016 - Present · 8 years and 11 months
on sabbatical
Enjoying Family
Apr 2013 - Dec 2015 · 2 years and 8 months
Senior Vice President - Corporate Banking
Sep 2011 - Mar 2013 · 1 years and 6 months
Company Details
2-10 Employees
Founded in 1974 under the name Lesesne Capital Management, Oakbridge Partners is one of Atlanta's oldest independent fee-only management firms. In 2022, Oakbridge Partners merged with Homrich Berg, another longtime Atlanta wealth management firm with similar culture, values and focus on client service. The Oakbridge Partners team is proud to continue our legacy of providing fee-only, fiduciary wealth management and high touch service to our clients as part of the Homrich Berg team. Visit our website to learn more.
Year Founded
1974
Social Media
Linkedin
Industry
Financial Services
HQ Location
3630 Peachtree Rd Atlanta, Ga 30326, US
Keywords
Retirement PlanningEstate PlanningIncome Tax PlanningExecutive Compensation/ Stock Option PlanningCharitable GivingBusiness Succession Planning
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