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Brad Anastasia
Vice President, Investment Analyst at Oak Ridge Investments LLC
About
Brad Anastasia is Vice President and Research Analyst at Oak Ridge Investments in Chicago, Illinois, where he is responsible for company research and investment analysis. He joined Oak Ridge Investments in 2012 and plays a key role in identifying, evaluating, and recommending equity investment opportunities across various sectors, focusing on rigorous fundamental research.
Prior to his current role, Brad was a research analyst at Vestian Investment Management, a Chicago-based hedge fund, and previously worked as a senior associate in Deloitte & Touche's Corporate Finance Group in New York. At Bank of Montreal, he was an investment banking senior associate, where he contributed to over $800 million worth of completed transactions, including mergers & acquisitions, public offerings, and private placements.
Brad holds a Bachelor of Arts in Psychology from the University of Chicago and graduated with honors. His expertise spans equity research, corporate finance, and investment banking, with professional experience covering multiple sectors in public equities, as well as notable achievements in deal execution and company analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Oak Ridge Investments | Vice President, Investment Analyst | Nov 2012 to Present | — |
| Vestian Group | Associate, Investments | Jul 2010 to Jun 2011 | — |
| Euromonitor Mintel International | International Business Development, Latin America | Oct 2007 to Jul 2010 | — |
| Technoserve | Bilingual Business Consultant | Apr 2006 to May 2007 | — |
| Deloitte | Senior Associate, Corporate Finance | Nov 2004 to Mar 2006 | — |
| Bmo Financial Group | Investment Banking Associate | Jan 2001 to Jan 2004 | — |
Education
University of Chicago
Master Of Business Administration
2014
University of Chicago
1997
University of Chicago Booth School of Business
University of Chicago
Bachelor Of Arts, Psychology
Skills & Expertise
Others at Oak Ridge Investments LLC (9)
| Name | Role | Location |
|---|---|---|
A Andrea Wirth | Research Associate | Chicago, IL , United States |
A Anne Finley | Trader | 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 |
