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About
Anne Finley is a Trader at Oak Ridge Investments in Chicago, Illinois, where she has played a central role in the firm’s trading operations since 2005. Her responsibilities involve executing trades across a range of equity strategies, supporting portfolio managers, and contributing to the firm’s operations focused on both growth and value equity portfolios. Oak Ridge Investments is best known for its expertise in U.S. equities, with a particular emphasis on small- and mid-cap growth stocks, and Ms. Finley’s role centers primarily on these sectors.
Prior to joining Oak Ridge Investments, Anne was a Senior Associate at Merrill Lynch, where she gained experience in financial markets and client management from 1999 to 2005. Over more than two decades in the investment industry, she has developed expertise in U.S. equities with a specialized focus on trade execution, market analysis, and operational efficiency within institutional asset management.
Anne holds a degree from the University of Illinois Urbana-Champaign. Her long-standing tenure and operational acumen have contributed to the successful management and execution of several key investment strategies at Oak Ridge. She is recognized for her discipline, reliability, and depth of knowledge in equity trading within the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Oak Ridge Investments | Trader | Mar 2005 to Present | US Equity Trader for asset management firm. |
| Merrill Lynch | Senior Associate | Jan 1999 to Mar 2005 | — |
Education
University of Illinois Urbana-Champaign
1994 — 1998
Skills & Expertise
Others at Oak Ridge Investments LLC (9)
| Name | Role | Location |
|---|---|---|
A Andrea Wirth | Research Associate | Chicago, IL , United States |
| Vice President, Investment Analyst | Chicago, IL , United States | |
D David Klaskin | CIO | United States |
| Head of Trading, Senior Vice President | Chicago, IL , United States | |
| Senior Portfolio Manager and Executive Vice Presidient | Northbrook, IL , United States | |
G Geroge Allen | partner | Dallas, TX , United States |
| SVP Equity Research - TMT | Chicago, IL , United States | |
| Associate | Chicago, IL , United States | |
M Milt Hohol | Principal | United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States |