AI tailored for Private Equity

Your partners for

data-driven

implementation.

    Our data-driven strategy targets and executes high-ROI tasks for maximum value, focusing on select key priorities.

Our Approach
AI tailored for Private EquityAI tailored for Private Equity
Our Approach
“As a boutique firm, we harness a laser-focused approach, excelling in select areas rather than being everything to everyone.”
Ryan Orton
Principal, Founder
Leadership Team
AI tailored for Private EquityAI tailored for Private Equity

Leadership Team

Ryan Orton

Principal, Founder
ryan.orton@greenwood-ma.com
With over 20 years in Private Equity, Advanced Analytics, and AI, I hold a Master's in AI from Berkeley, an MBA from Columbia University, and a CPA certification.

Catherine Peters

With over 20 years of experience in M&A, Communications, and Strategy, complemented by a Master's degree from the University of Queensland.
Contact Us
AI tailored for Private EquityAI tailored for Private Equity

Management Team

We’re looking for passionate and driven finance professionals to join our team. If you have proven experience in independent wealth management and are seeking your next challenge we want to hear from you.
Contact our team

Luke Rusconi

Account Manager
william.cole@oak.mb

Catherine Lopkin

Account Manager
william.cole@oak.mb

Benjamin Vance

Strategic Partnerhsips
william.cole@oak.mb

Amber Pearce

General Manager
amber.pearce@oak.mb

Henri Billings

Account Manager
henri.billings@oak.mb

William Cole

Strategic Partnerhsips
william.cole@oak.mb