Warren Wick, II

President

Education: Marshall University – Bachelor of Business Administration; Georgia State University – MBA, Finance

Professional Certifications: CPA, CFP®, CLU

A former CPA for a global accounting firm, Warren directed the financial planning operations of two regional brokerage firms prior to forming his own wealth management firm in 1988. His firm merged with Oakbridge Partners (then known as Lesesne Capital Management) in 1996. Warren has been honored as a Who’s Who in Banking and Financial Services by the Atlanta Business Chronicle and is a long-standing member of NAPFA. Warren also has been named one of the Best Personal Wealth Managers in Atlanta by Atlanta Magazine. He served as treasurer and finance committee chairman of Northwest Presbyterian Church for many years. He is an avid jogger and golfer and a longtime member of Dunwoody Country Club.

William Cohen, Esq.

Principal

Education: Florida State University – Bachelor of Science; Florida State University School of Law – Juris Doctorate, with honors ; College of William and Mary’s Marshall-Wythe School of Law – Master of Law and Taxation

Professional Certifications: Tax Attorney (JD, LLM). Rated “AV” by his peers for “Preeminent Legal Ability” and “Very High Ethical Standards” – Martindale-Hubbell Peer Review Ratings

Bill joined the firm in 2007. He is a member of the firm’s Investment Committee and served as its Chief Compliance Officer for eight years. Bill is an attorney with over thirty-five years of experience in the areas of Taxation, Estate Planning, Corporate Finance and Executive Compensation. Before joining Oakbridge Partners, Bill was an executive officer in a firm that developed web-based software used by financial institutions to deliver executive compensation and charitable giving programs. He also served as Financial Operations Officer (FINOP) for its affiliated Broker Dealer. Prior to that, Bill headed the transactional practice group of the Atlanta office of a national law firm, and was a member of the firm’s Executive Board. Bill served on the Board of Visitors of his law school for five years. He is a member of the Capital City Country Club and Mountaintop Golf and Lake Club in Cashiers, NC.

Jennifer Storey

Principal

Education: University of Central Florida – Bachelor of Science, Business Administration – Finance; Florida State University – Certificate in Financial Planning

Professional Certifications: CFP® – Nominated & Named  “Five Star Wealth Manager” by Atlanta Magazine for 2015, 2016, 2017.

Jennifer joined Oakbridge Partners in 2000 and is a Principal in the firm. Jennifer began her career in the financial services industry in 1998, when she joined Morgan Stanley as a Financial Advisor. She is a graduate of the University of Central Florida’s School of Business with a Bachelor’s degree in Finance and has a Certificate in Financial Planning from Florida State University. She earned the Certified Financial Planner (CFP®) designation in 2004. In addition to managing client’s portfolios, she also oversees many of the Financial, Tax, Income and Estate Planning needs of the firm’s clients and is active on the firm’s investment committee. She grew up in Palm Beach, FL and enjoys spending time with her family and friends as well as volunteering for a number of organizations in Atlanta and Palm Beach.

Eric Toole

Principal

Education: Bachelor’s of Business degree in Finance from the University of Georgia, and a MBA in Personal Financial Planning from Georgia State University

Professional Certifications: MBA and CFP®

Eric’s expertise is primarily centered on financial and estate planning and investment management. He has served in an advisory capacity to high net worth executives and business owners for more than 20 years. He has served as a part-time instructor at Georgia State University, teaching Personal Financial Planning to undergraduate and graduate level students. Eric is a member of the Atlanta Estate Planning Council. He and his wife, Claire, live in Decatur, Georgia with their three children.

Brandon Downs

Principal

Education: BS in Business Administration with an Economics concentration from the University of Richmond, and completed the Executive Program for Financial Planning from the University of Georgia

Professional Certifications: CFP®

Brandon has served in an advisory capacity to high net worth and corporate executives for more than twelve years. Brandon’s expertise is focused on financial planning, investment management and investment implementation. Brandon is on the Board of Trustees for Holy Innocents’ Episcopal School and is a board member of Horizons Atlanta, a public school-private school partnership designed to help eliminate the summer achievement gap for children from low income households. Brandon and his wife, Lindsey, live in Sandy Springs with their two children.

Cara Marinovich

Financial Planning Associate

Professional Certifications: CFP®

Cara joined Oakbridge Partners in 2012. She earned a degree in Business Administration – Marketing from Kennesaw State University, and earned her Certificate in Financial Planning from the University of Georgia in 2014. She assists in the financial planning for new and existing clients, as well as investment research. Cara lives in Marietta with her husband Matt, and Corgi Tucker. She is a lifelong equestrian, and also enjoys traveling and trying new restaurants around Atlanta.

J.R. Hammonds-Swain

J.R. joined Oakbridge Partners in 2009 with experience in banking and finance. She earned a degree in Advertising from the University of Georgia. Originally from Gastonia, NC, J.R. lives in Woodstock, GA with her husband and two daughters. She enjoys the arts and spending time with her family. Rest in peace, Larry Hagman.

Alex Ross

Alex joined Oakbridge Partners in 2017 with experience as an administrative assistant and customer service representative for a Fortune 500 Company. A Native Atlantan, Alex lives in Marietta with her husband and two sons. She enjoys reading, spending time with her family and exploring all that Atlanta has to offer.

Brannon Lesesne, Jr.

Founder

Education: Georgia Tech – Bachelor’s Degree, Industrial Management

Brannon is a veteran of more than 50 years in wealth management, including 19 years with several New York Stock Exchange member firms. Brannon founded Lesesne Capital (Oakbridge Partners’ predecessor firm) in 1974. Brannon gives to his community and church and is active on committees serving Georgia Tech Golf, the Capital City Country Club, and the Wade Hampton Golf Club.

Bill Canby

Cashiers, NC

Education:  B.S. in Commerce degree from Washington & Lee University

For more than 37 years at SunTrust Bank, Bill served in an advisory capacity to business owners and their companies, and high net worth individuals. Much of his time and expertise involved identifying clients’ objectives, then creating strategies and tactics to accomplish goals. As part of the Oakbridge team, Bill will concentrate on practice development and client relations. Bill and his wife, Kathe, have two grown children and reside in Cashiers, North Carolina. Bill is a member of Capital City Club, Atlanta, and The Country Club of Sapphire Valley, Cashiers, and the Church of the Good Shepherd, Cashiers. Bill serves on the boards of Goodwill of North Georgia and the Cashiers-Highlands Humane Society.

Jarrett Davis

Cashiers, NC

Education: Bachelor of Business Administration degree in Risk Management and Insurance from the University of Georgia

Professional Certifications: CFP®

Jarrett’s career serving the financial interests of business owners and high net worth clients spans over 25 years. Prior to joining the Harbor team, Jarrett spent the majority of his career with SunTrust Bank as a large corporate and commercial banker. He has also served as a Private Banker at Wells Fargo Private Bank and Morgan Stanley Smith Barney Private Bank and a Financial Advisor with Merrill Lynch. As a member of the Oakbridge team, Jarrett will concentrate on new client acquisition and client planning. Jarrett and his wife Jane have a grown son and two granddaughters. He is a past Director and current active volunteer and Advisory Board member of Atlanta Ronald McDonald House. Jarrett and Jane live in Cashiers, North Carolina.

Robert McNair

Savannah, GA

Education: BS in Economics & Business Administration from Rhodes College in Memphis, TN and later completed the graduate banking program at Louisiana State University.

Robert has 30+ years of banking experience with SunTrust Bank, where he served in various relationship management and leadership roles within commercial, retail and corporate/investment banking. Born and raised in Atlanta, Robert and his family moved to Savannah in 2003. He will help grow Oakbridge’s presence in the coastal region of Georgia and South Carolina. Robert and his wife, Nancy, have two sons who will be graduating from Georgia Tech in the near future. Robert currently serves on the Board of Trustees for the Georgia Council on Economic Education.

Our Extended Network

Oakbridge Partners provides value to clients primarily through investment management and financial planning services but it doesn’t end there.  Our years of experience working with clients has cultivated a vast network of other professionals who can help clients with a variety of financial related matters.

We are NEVER paid a fee for referrals.  We only refer to outside professionals that we know & trust and are confident that our clients will be well served.

Some examples of these professionals include:

  • Accountants/CPAs
  • Trust & Estate Attorney’s
  • Business/M&A Attorney’s
  • Insurance brokers & agents (Life, Disability, Health, Property & Casualty)
  • Lenders
  • Bankers
  • Real Estate experts (brokers, builders, architects)
  • Mergers & Acquisitions advisors
  • Web design professionals
  • Photographers