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Kevin Root
Amministratore Delegato presso
Oak Root LLC
Profilo
Kevin Charles Root is the founder of Oak Root LLC, founded in 2015, where the title held is Managing Member.
Mr. Root was the founder of PromptPath, Inc., founded in 2023, where the title held was President from 2023 to 2025.
Former jobs include Principal at Lehman Brothers, Inc., Principal at Barclays Capital, Inc., Vice President & Financial Advisor at Classic Capital, Inc., and Chief Product & Insights Officer at Marchex, Inc. from 2021 to 2023.
Education history includes an MBA from The Trustees of Columbia University in The City of New York, undergraduate studies at Stanford University, and undergraduate studies at Western Washington University.
Posizioni attive di Kevin Root
| Società | Posizione | Inizio |
|---|---|---|
Oak Root LLC
 Oak Root LLC Investment ManagersFinance Oak Root offers services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm uses an approach informed by rigorous academic research, thorough understanding of the markets and a family first mindset. | Amministratore Delegato | 01/06/2015 |
Precedenti posizioni note di Kevin Root
| Società | Posizione | Fine |
|---|---|---|
| MARCHEX, INC. | Corporate Officer/Principal | 31/05/2023 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Classic Capital, Inc.
 Classic Capital, Inc. Investment ManagersFinance Classic Capital employs a conservative investment approach that is based on the principles of Modern Portfolio Theory to construct portfolios. They strive to build optimal, or efficient, portfolios that are expected to produce the highest return for a given level of risk, or the lowest risk for a given level of return. The firm also relies on the Efficient Market Hypothesis, which focuses on trying to capture the historic returns of the entire market rather than guessing which stocks will perform best. Classic Capital employs the Three-Factor Model, which indicates that small-company stocks and value stocks can be expected to provide better returns than large company stocks and growth stocks. Therefore, they overweight these factors in their portfolios. Classic Capital also applies a proprietary Portfolio Rebalancing Algorithm through which they employ in an attempt to buy low and sell high without forecasting the market. The firm's Risk Assessment models provide a disciplined framework for evaluating market conditions. Classic Capital remains invested in stock and bond market funds unless and until a model signals that risk is high. Then, to reduce the chance of a major loss, they may move some or all of each client's money to the safety of a money market fund. The firm employs the use of this tactic only sparingly. To implement these financial engineering techniques, Classic Capital invests only in mutual funds. They believe that mutual funds are the most intelligent, efficient and prudent way to invest. Classic Capital searches for high-quality mutual funds that deliver asset-class purity. Their preferred fund families are Dimensional, Fidelity and Vanguard. To keep clients costs down, the firm is careful to select low-cost mutual funds. Over time, the seemingly small and sometimes-unnoticed fees charged by some mutual funds, and other costs incurred by some advisors, can significantly reduce returns. | Corporate Officer/Principal | - |
Formazione di Kevin Root
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
6
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Marchex, Inc.
 Marchex, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and marketing services | Commercial Services |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Western Washington University
 Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Classic Capital, Inc.
Classic Capital, Inc. Investment ManagersFinance Classic Capital employs a conservative investment approach that is based on the principles of Modern Portfolio Theory to construct portfolios. They strive to build optimal, or efficient, portfolios that are expected to produce the highest return for a given level of risk, or the lowest risk for a given level of return. The firm also relies on the Efficient Market Hypothesis, which focuses on trying to capture the historic returns of the entire market rather than guessing which stocks will perform best. Classic Capital employs the Three-Factor Model, which indicates that small-company stocks and value stocks can be expected to provide better returns than large company stocks and growth stocks. Therefore, they overweight these factors in their portfolios. Classic Capital also applies a proprietary Portfolio Rebalancing Algorithm through which they employ in an attempt to buy low and sell high without forecasting the market. The firm's Risk Assessment models provide a disciplined framework for evaluating market conditions. Classic Capital remains invested in stock and bond market funds unless and until a model signals that risk is high. Then, to reduce the chance of a major loss, they may move some or all of each client's money to the safety of a money market fund. The firm employs the use of this tactic only sparingly. To implement these financial engineering techniques, Classic Capital invests only in mutual funds. They believe that mutual funds are the most intelligent, efficient and prudent way to invest. Classic Capital searches for high-quality mutual funds that deliver asset-class purity. Their preferred fund families are Dimensional, Fidelity and Vanguard. To keep clients costs down, the firm is careful to select low-cost mutual funds. Over time, the seemingly small and sometimes-unnoticed fees charged by some mutual funds, and other costs incurred by some advisors, can significantly reduce returns. | Finance |
Oak Root LLC
Oak Root LLC Investment ManagersFinance Oak Root offers services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm uses an approach informed by rigorous academic research, thorough understanding of the markets and a family first mindset. | Finance |
