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By whom?
Our principals combine deep expertise in process design, system integration, and implementation with extensive experience in Wealth Management operations. The result: a firm committed to helping you create new efficiencies and new growth, and fully equipped to fulfill its commitment.
Chris Martinez
PRACTICE MANAGEMENT DIRECTOR
As Practice Management Director, Chris Martinez brings over 25 years of operations and technology expertise within the industry, Chris has been a trusted adviser to financial service firms and family offices ranging from startups, to Forbes 400 families, to multi-billion dollar RIAs and Trust Companies. Prior to consulting, Chris held C-level roles with The PrivateBank, Wilmington Trust, Bingham Legg Advisers, and Webster Management Group, leading business growth and transformational change initiatives. Chris is a frequent speaker at family office meetings and conferences and contributor to industry publications, thought leadership reports and white papers.
Craig Cook
CO-FOUNDER AND LEADER
As co-founder and leader of Lava, Craig Cook brings over 35 years of experience in technology-based solutions for wealth management providers and the asset-management industry, focusing on new product development for trust systems, investment management systems, and proprietary systems. He excels at analyzing, designing, and delivering application software-based solutions of varying scopes and sizes.
Combining deep knowledge of the wealth business with technical and project-management skills honed over time, Craig has built a record of success in developing proven workflow solutions for any wealth-management channel.
Doug Schappi
PRACTICE LEADER
During his 13 years at Oakbrook Solutions, Doug has witnessed and been a part of the evolution of BPM. Platforms have matured to offer clients many solutions in a low code fashion to realize transformational acuity. Doug has been on the forefront with our clients to drive the change required to capitalize on all facets offered by workflow automation and process management. Doug has lead integrations, architectural design and testing efforts to help clients achieve increased productivity and cost savings by delivering a stream lined future state environment. Doug’s industry expertise coupled with a deep understanding of process management and automation allows him to stay ahead of the rapidly changing world of workflow platforms as they relate to the wealth management industry.