Profile
Marc Howard Kozberg served as the Chief Executive Officer of The Oak Ridge Financial Services Group, Inc. from 2011 to 2015.
Prior to that, he was the Chief Executive Officer of Oak Ridge Capital Group, Inc. He also worked as a Portfolio Manager at Xenia Contrarian Partners LP.
Kozberg received his undergraduate degree from the University of Minnesota.
Former positions of Marc Howard Kozberg
| Companies | Position | End |
|---|---|---|
The Oak Ridge Financial Services Group, Inc.
 The Oak Ridge Financial Services Group, Inc. Investment Banks/BrokersFinance Founded in 1997, Oak Ridge Financial Services Group, Inc. is an independent, full-service financial services firm and SEC-registered broker/dealer located in Golden Valley, Minnesota. The firm was formerly known as Equity Securities Investments, Inc. Oak Ridge Financial Services Group provides a full array of trading and execution services to individual, institutional and corporate clients. They do not provide any internal research. They are a member of FINRA. The firm maintains clearing relationships with both Southwest Securities, Inc. and J.P. Morgan Clearing Corp. | Chief Executive Officer | 2015-10-31 |
| Oak Ridge Capital Group, Inc. | President | - |
Xenia Contrarian Partners LP
 Xenia Contrarian Partners LP Investment Banks/BrokersFinance Xenia Contrarian Partners LP acquires and disposes investments. It holds and sells investments in various companies. It is a subsidiary of Xenia Capital LLC. The company is headquartered in Golden Valley, MN. | Corporate Officer/Principal | - |
Training of Marc Howard Kozberg
| University of Minnesota | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Oak Ridge Financial Services Group, Inc.
The Oak Ridge Financial Services Group, Inc. Investment Banks/BrokersFinance Founded in 1997, Oak Ridge Financial Services Group, Inc. is an independent, full-service financial services firm and SEC-registered broker/dealer located in Golden Valley, Minnesota. The firm was formerly known as Equity Securities Investments, Inc. Oak Ridge Financial Services Group provides a full array of trading and execution services to individual, institutional and corporate clients. They do not provide any internal research. They are a member of FINRA. The firm maintains clearing relationships with both Southwest Securities, Inc. and J.P. Morgan Clearing Corp. | Finance |
Xenia Contrarian Partners LP
Xenia Contrarian Partners LP Investment Banks/BrokersFinance Xenia Contrarian Partners LP acquires and disposes investments. It holds and sells investments in various companies. It is a subsidiary of Xenia Capital LLC. The company is headquartered in Golden Valley, MN. | Finance |
| Oak Ridge Capital Group, Inc. | Consumer Durables |
- Stock Market
- Insiders
- Marc Howard Kozberg
