Oakmont Partners founded by Peter Mawn & Myranda O’Bara – grows to over $300 million in assets
Oakmont Partners was founded in the Boston area to provide clients with highly personalized wealth management services. Before joining Oakmont, each of the partners had distinguished careers serving affluent clients at the most highly regarded global financial institutions. Together at Oakmont, Peter and Mimi built their firm to $320 million in assets.
