Meet the Team
At OakRidge, you’re never handed off to a junior associate. Our Partners bring decades of institutional experience and work directly with every family we serve — building multigenerational relationships rooted in trust.
Ryan Donovan
Partner, Chief Operating Officer & Chief Compliance Officer
Former Founder of Atrina Advisory, COO/CCO at $750M+ family office, Operations Lead at $7B hedge fund Amber Capital.
Denise Gaudet Kopchick
Head of Client Services
Former CFO of a multi-generational single-family office, previous roles at Bain Capital and Ernst & Young.
Scott Phillips
Partner & Co-Chief Investment Officer
Former Managing Partner of hedge fund Latimer Light Capital, Partner at Lone Pine Capital.
Tim Powers
Partner & Chief Executive Officer
Former Executive Director at J.P. Morgan Private Bank, Investment Specialist at Allianz Global Investors.
Michael Smith
Partner & Co-Chief Investment Officer
Former Executive Director at JP Morgan Private Bank, Senior Portfolio Manager at Citadel.
Marjorie Van Doren
Director of Finance & Client Services
Former Finance Manager for $1B crypto family office, prior public/private accounting experience with a focus on tax and partnerships.
Your best interests are our only interest.
We’re here to serve, not to scale. OakRidge Management Group is a a shared family office delivering personalized wealth management to a deliberately small group of families.
Our Story
OakRidge was founded to offer something rare in wealth management: true alignment, lasting relationships, and advice free from outside agendas.
After decades at top institutions, our founding partners set out to serve a small number of families with the care, discretion, and depth they deserve.
Let’s start with a conversation.
If you're exploring a new advisory relationship, we’d welcome the opportunity to connect and learn more about your goals.