Our Firm
Oaklyn Investment Management was founded to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization. As a private, independent, employee-owned investment manager, Oaklyn is structurally aligned with the long-term interests of our clients.
25
Years
Experience
Institutional
18
Clients
6
Specialist
Industries
5
Experienced
Partners
Our Team
Our investment managers have worked in asset management for more than 25 years on average. And while our clients benefit from the wisdom of our seasoned professionals, we are always looking to supplement their ranks with emerging talent; by enabling the transfer of knowledge, providing growth opportunities for skilled investors and building thoughtful succession plans, we seek to ensure a consistent client experience over the long term.
Jim Greenberg
Managing Partner
Jim joined Oaklyn Investment in 2009. Prior to joining Oaklyn, Jim spent 13 years as a Managing Director at Capital Group.
EDUCATION：
Princeton University, AB in Economics
Dave McKinney
Managing Partner
Dave joined Oaklyn Investment in 2011. Prior to joining Oaklyn, Dave spent 11 years as a Managing Director at BlackRock.
EDUCATION：
University of Pennsylvania, BS in Economics
Connor Kurth
Partner
Connor joined Oaklyn Investment in 2015. Prior to joining Oaklyn, Connor spent 6 years at JPMorgan Chase. Prior to that, he was a financial analyst at Fidelity Investment.
EDUCATION：
University of Richmond, BA in Economics
John Emory
Partner
John joined Oaklyn Investment in 2017. Prior to joining Oaklyn, John spent 10 years as a Managing Director at T. Rowe Price.
EDUCATION：
Stanford University, AB in Economics
Harvard Business School, MBA
Junyi (Corey) Li
Partner
Mr. Li joined Oaklyn Investment in 2021, and he leads Oaklyn's investment practice in the Asia Pacific area. Corey has over 10 years of investment experience in both primary and secondary market. Prior to joining Oaklyn, Corey worked at Advent International as an investment professional. He began his investment career with JMI Equity in 2013.
EDUCATION：
Johns Hopkins University, BS in Math and Economics
Taylor Smith
Senior Director
Taylor joined Oaklyn Investment in 2016. Prior to joining Oaklyn, Taylor spent 5 years at UBS Group. She began her career with BlackRock prior to joining UBS.
EDUCATION：
University of Southern California, Marshall School of Business, BS in Accounting
