FOR IMMEDIATE RELEASE
Weatherford, TX, Nov. 15th, 2023 – BentOak Capital®, a leader in the private wealth management space, today announced key shifts in its executive leadership lineup. These changes not only signify the company’s continued commitment to client service and innovation but also embody a rich legacy of family stewardship.
Wayne Garrett, who has served as company CEO since its founding, will transition to the role of Executive Chairman. His vision and leadership have been the bedrock upon which BentOak Capital’s successes have been built. In his new capacity, Wayne will continue to provide strategic direction and shepherd the company’s long-term objectives. Wayne will also continue to serve clients as a wealth advisor.
Stepping into the CEO role is Brandon Garrett, Wayne’s son. Having worked alongside his father for nearly 15 years, Brandon’s journey from President and Chief Investment Officer to now CEO stands testament to the Garretts’ shared passion for excellence in the financial advisory industry. His contributions have been pivotal in shaping the company’s trajectory over the past decade.
Michael Cochran joins the executive leadership team as the Chief Investment Officer. BentOak Capital looks to bolster their investment research and processes under Michael’s guidance. Michael has been a wealth advisor and member of the firm’s investment committee for the past two years. With over 16 years of experience, Michael has previously served as a financial advisor and investment professional at larger financial institutions.
Meanwhile, Stefan Simpson, previously the Chief Compliance Officer and Director of Business Operations at BentOak Capital, will now wear multiple hats as the Chief Financial Officer, Chief Operations Officer, and retain his Chief Compliance Officer role. Stefan’s multi-faceted expertise ensures BentOak Capital’s operational, financial, and regulatory mechanisms run seamlessly.
Reflecting on the transitions, Wayne Garrett remarked, “Working with Brandon has been one of the highlights of my career. This isn’t just a leadership change; it’s a continuation of a family legacy. With our combined vision and the renewed vigor of the leadership team, I’m confident and excited about the future of BentOak Capital.”
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through BentOak Capital, a registered investment advisor, and separate entity from LPL Financial.
