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Investment Advisory Service, Financial Planners, Financial Services

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Map & DirectionsDirections79 Madison AveNew York, NY 10016 Write a ReviewWrite Review

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Jersey City (8 miles)
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General Info: Oberon Securities is a New York based financial advisor addressing the financial needs of small and midsize companies across a broad range of industries. Our company was founded by senior professionals who have extensive experience in corporate finance, venture capital, research and operations. Oberon provides creative financial solutions to innovative companies that are seeking a significant market presence in their respective industries. Oberon's professionals have an average of more than 15 years on Wall Street; that combined experience and our market focus allow us to bring a level of service and expertise to our clients normally available only to large companies. Our firm, emphasizing simplicity, creativity and speed, has developed a reputation for providing clients with innovative solutions that enable them to address their strategic goals. We help our clients evaluate their strategic alternatives, define key business issues and find the right solutions. Oberon's team has a wealth of experience raising growth capital, acquisition financing, debt instruments and facilitating mergers and acquisitions.
Categories: Investment Advisory Service, Financial Planners, Financial Services, Investment Management, Mutual Funds

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Phone: (212) 447-7200

Address: 79 Madison Ave, New York, NY 10016

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Investment Management
Renee is a Managing Director of Business Development, bringing more than 20 years of investment management, business development, and real estate development experience to Oberon. In addition to her business development activities, Renee also focuses on facilitating funding and investing sources for growth companies and also provides businesses with goal-specific strategic solutions, particularly in the healthcare sector.
Mutual Funds
Prior to joining Oberon, David was at Matrix Advisors, a New York-based merchant bank and strategic advisory firm assisting small and lower middle-market companies with capital markets, business development and M&A. In addition, from 2014 to December 2016, David was chairman of National Stock Exchange Holdings and a Director of the National Stock Exchange until its sale to NYSE/ICE. In 1996, David began working at boutique firms dedicated to serving the needs of small and middle market companies. In this capacity, he worked with a broad range of institutional investors, including mutual funds, hedge funds, private equity funds and venture funds, advising them on a range of open market and investment banking transactions. David began his career at Lehman Brothers as an advisor in the firm’s Private Client Group and later held a similar position at Gruntal & Co. In this role, he advised high net worth individual investors in the analysis, construction, and management of their investment portfolios. David earned his B.S. in Economics from the University of North Carolina at Chapel Hill.

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Asset Management
Prior to joining Oberon, Frank had been a senior principal at several asset management firms, including the Fairstream Fund, a global fund acquired by Nikko Asset Management in 2008. Frank began his Wall Street career at Deutsche Bank in 2001 as a quantitative researcher in foreign exchange and commodities. Frank is a former U.S. Army officer and earned his M.B.A. from Georgetown University and his B.S. in Mathematics from Tulane University.

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