Professional. Willow Oak provides industry-standard infrastructure customized to your operational needs. Independent managers stay focused on investing while our team proactively manages the business, providing investor relations, operations, compliance monitoring, accounting, and marketing.
Value. Willow Oak leverages our broad expertise and resources to meet the evolving needs of your business at a fraction of the cost of building an internal team or outsourcing piecemeal.
Growth. Willow Oak offers an integrated operations solution built to grow with the demands of your firm. We support independent managers of all sizes to ensure their time, energy, and talent are focused on the areas that add the greatest value to their investors.
You focus on investing with an experienced team behind you to ensure you have the infrastructure in place to run the core, non-investment functions of your business. The Willow Oak team members draw from decades of experience to provide customized and comprehensive service to support your growth.
Our Team
Jessica Greer, President
As president, Jessica leads all Fund Management Services for Willow Oak Asset Management. With two decades of experience building and managing strategic operations and development programs in the public and private sectors, Jessica is adept at taking a fund from concept through execution, providing invaluable leadership through every phase of the fund’s development. In addition to serving as the investor relations manager for Willow Oak’s affiliated funds, Jessica is the vice president and chief of staff for Enterprise Diversified. Jessica is a graduate of Loyola University Maryland.
Alea Kleinhammer, Vice President
As vice president, Alea leads the accounting team and is the chief financial officer for Willow Oak’s parent company, working closely with company subsidiaries as part of the financial reporting process. Alea holds an active CPA license in the state of Virginia and has multiple years of experience working in the public accounting sector. She is a graduate of the University of Maryland at College Park.
Steve Ison, Accountant
As staff accountant, Steven provides financial reporting, bookkeeping, and performance tracking services to FMS clients. With a background in finance, accounting, and business administration, Steven provides these services tailored to the specific needs of each client. Steven is a graduate of American Public University System.
Willow Oak Advisory Board
Willow Oak and our affiliated funds benefit from the unique expertise and perspectives offered by the members of the Willow Oak Advisory Board.
Willow Oak Asset Management
info@willowoakfunds.com
2400 Old Brick Road, Suite 115
Glen Allen, VA 23060