Christina Oakes joins American Elm as Senior Vice President, Investor Relations

Portsmouth, NH, March 12, 2024 – We are pleased to announce that Christina Oakes has joined the American Elm team as Senior Vice President of Investor Relations, bringing over 20 years’ experience in the investments industry.  Ms. Oakes will be responsible for the management and oversight of all Investor Relations activities for American Elm Advisors and American Foundry Investment Advisors.  Ms. Oakes will leverage her knowledge and experience to provide the highest level of professionalism and client satisfaction.

Ms. Oakes has a unique professional background, combining experience from both buy and sell-side firms spanning private equity and venture capital, retail stocks, municipal bonds, family office, and alternative investments. She began her career in Silicon Valley, first with a venture capital firm, transitioning later to the investments team of a family office. For over two decades, Ms. Oakes has held senior-level Investor Relations roles with alternative investment funds, specializing in investor reporting and communication, fund subscription and reporting best practices, management of custodian and fund administrator relationships, and launching new fund offerings. Ms. Oakes is a graduate of Saint Mary’s College of California where she earned a B.S. in Business Administration with a Concentration in Finance and a minor in Economics.

“We are thrilled to have Christina, a highly experienced investor relations professional, join our leadership team. With a rich history of collaboration spanning over a decade, her expertise and unwavering dedication will significantly bolster our investor relations, emphasizing our commitment to growth and fostering strong relationships within the investment community.” Michael Ponticello, CEO American Elm.

About American Elm

Introducing American Elm, where compliance and alternatives unite. Our mission: to empower fee-only advisors and their clients, enabling them to reach their fullest potential by seamlessly blending innovative non-traditional investment strategies with strong compliance expertise.
American Elm Advisors excels in delivering critical compliance consulting services. In conjunction with our affiliate, American Elm Distribution Partners, we stand as a leading managing broker-dealer and versatile multi-product platform.
At the heart of American Elm lies accessibility, education, and compliance. Our vision: to become the foremost alternative investment partner for Registered Investment Advisors and Family Offices, reshaping industry norms along the way.

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