Our Story
Our story begins with experience and ends with trust.
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In 2022 we founded Oak Stream Investment Advisors to deliver transparent, high-touch investment advisory services rooted in institutional market expertise and personal approach to wealth management. It is our goal to deliver sophisticated, transparent advice - without layers of complexity and hidden costs
Bradley Banken
Owner and Investment Advisor Representative
After a 15+ year career on Wall Street trading equity securities at a number of institutional banks, Brad knew he could create a platform that would employ his expertise and abilities to help the retail client. Through this platform he brings sophisticated investment strategies and personalized financial guidance directly to the everyday investor.
As an industry veteran with comprehensive insight on risk management, factor models, and fundamental research, he is able to utilize an active management strategy to opportunistically take advantage of market conditions, both proactively and defensively. Brad prides himself on building long term relationships with clients and educating them on his strategy and their portfolios, empowering them to make the best decisions to meet their goals.
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Learn more about Brad's background and licensing qualifications here:
BRADLEY AARON BANKEN - Broker at CAMBRIDGE INVESTMENT RESEARCH, INC.​
Allison Banken
Owner and COO
Through her career, Allison wore multiple hats in market data, client services, operations, and trading for hedge funds.
She focuses on the day-to-day operations, client services, and non-advisory duties, allowing Brad to maintain laser focus on the markets and strategy. Her approach is centered around understanding individual client's needs and proactive communication. By prioritizing client satisfaction and fostering a responsive and supportive environment, she aims to build lasting relationships and exceed client expectations at every touchpoint.