Our Team

Jack Susin

Jack Susin

Managing Partner & Founder

With over a decade of experience in the Financial Services industry, Jack has developed a strong belief in forming deep roots with his clients, focusing on growth and long term protection of their assets over multiple generations.  After departing Morgan Stanley in 2012, Jack founded JMS Capital to better service his clients along with the ability to offer more products.  In 2016 JMS Capital was rebranded to Red Oak Capital Management to continue serving his client well in the independent advisory world, but taking it a step further by registering with a Registered Investment Advisory firm where he has the obligation to act as a fiduciary to his clients.

He began his career in 2005 as an intern at Merrill Lynch leading to full time employment as a Financial Advisor which launched his career. After almost five years he transitioned to Morgan Stanley where he formed an asset management team and acted as a Financial Advisor until forming JMS Capital.

Jack graduated from Augustana College with honors, majoring in economics and marketing.  He currently holds his series 7-General Securities Representative, series 31-Futures Managed Funds Exam, series 63-Uniform Securities Agent State Law Exam, and series 65- Uniform Registered Investment Adviser Law Exam registrations.  He is also licensed for Life and Health insurance, and annuity products as well.

In his spare time, Jack coaches for the Neuqua Valley High School Hockey Club. He and his wife, Brittany, currently reside in Elmhurst, Illinois.

jsusin@RedOakCapitalManagement.com

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Phil Gleason

Phil Gleason

Managing Partner & Portfolio Manager

With over 21 years of investment experience, Phil Gleason has a diverse background advising and consulting individuals, families, businesses and non-profits. Phil began his career in Minneapolis, MN helping individuals with their investment needs. He continued his career in Davenport, IA as he focused on helping individuals, investors, businesses and pension funds at two of the largest broker dealer firms in the country. His focus is on comprehensive asset management and retirement solutions.

Clients always come first. Phil is dedicated to developing lasting relationships with his clients, colleagues, and the surrounding community. He believes that helping individuals and businesses reach their financial goals and objectives can be achieved through consistent communication, active portfolio management, and ongoing market research and analysis to adapt to the ever-changing financial environment. He provides clear, easily understood explanations of financial products and services with a roadmap for his clients’ financial future.

Phil has served on the Advisory Board to several non-profits and helped to set up foundations for those organizations. He has been a consultant to Deere and Co. Pension Fund for over 10 years. He has consulted with numerous businesses, banks, executives, and managers in developing, managing, and implementing successful wealth management strategies for their respective clients. Phil received his bachelor’s degree from Northland International University in Wisconsin.

pgleason@RedOakCapitalManagement.com

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Nick Moylan

Wealth Advisor

Nick comes to Red Oak Capital Management with nearly a decade of experience in the financial services industry.  Nick possesses extensive knowledge of financial markets acquired from his active trading and management across various financial markets as well as his experience as a Financial Advisor the past four years with Morgan Stanley.  As a financial advisor with Morgan Stanley, Nick specialized in Portfolio Management, where he ran a tactical equity portfolio for clients, focusing on providing superior risk adjusted returns. He has a passion for working with and helping clients gain clarity while navigating the financial world.

Nick graduated from DePaul University with a Bachelor of Science degree in Marketing/Finance.  In his free time Nick volunteers with the Special Recreation Association of Central Lake County, where he works with handicapped children. His hobbies include wine tasting, exercising, and traveling.

nmoylan@RedOakCapitalManagement.com

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Peter Morant, MBA

Wealth Advisor

Peter brings over 35 years of experience in the financial services industry to Red Oak Capital Management.  He has a passion for assisting high net worth individuals with their investment and risk management needs.  He began his career right out of graduate school with UBS Financial.  With UBS he served as Chief Investment Officer in New York, focusing on global equity investments for US institutional clients. Later he was transferred to London as Head of European Equities Trading. Following the acquisition of a Chicago based institutional money manager, he assumed responsibilities in Asset Allocation and Portfolio Coordination, and as Chief of Staff for the CIO. After leaving UBS Financial, Peter has worked as a Wealth and Risk Management Advisor for AXA Equitable and Prudential.

Peter earned an MBA from The Stanford Graduate School of Business, with concentrations in Finance and Investment Management. He holds the series 7-General Securities Representative and series 66 license-Uniform Combined State Law Exam registrations.

Peter lives with his wife, Maureen, in Chicago, and has two daughters.

pmorant@RedOakCapitalManagement.com

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Kim Dyson

Wealth Advisor

Kim joins Red Oak Capital Management after many years of serving her clients on the wealth and risk management arena through extensive training as a financial advisor with AXA Advisors.

Knowing how much to save – how to save it and how to make it last for a lifetime are questions Kim’s clients used to struggle with.  Kim’s direction has comforted her clients by knowing after working on a financial plan exactly what needs to be done to accomplish their goals.

Her passion is to connect with her clients to a level of understanding to insure their risk and wealth management is aligned with their personal objectives. Kim insists comprehensive details are essential to proper planning and everyone is in need of a plan.  Her mantra is “It’s later than you think” so procrastinating is not an option.

When not working for her clients Kim enjoys time with her husband Marv of 31 years and their adult children that reside in the Las Vegas and Los Angeles areas.  She has a strong commitment to the arts and has served on the Salt Creek Ballet board for the last decade.  Free time is spent reading, cycling and enjoying lifetime friendships.

kdyson@RedOakCapitalManagement.com

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Bob Owens

Wealth Advisor

Bob began his career as a financial advisor because he is passionate about building relationships based on honesty and integrity. He believes that advice must be developed on a foundation of trust that can only be established by doing what is best for each client. Bob has honed his knowledge and skills as an advisor previously with AXA Advisors and Prudential. Bob is part of Red Oak Capital Management serving as our Senior Wealth Advisor with an expertise in health care.

Bob began his career in the healthcare provider sector. For more than 20 years he was an executive who actively improved operational efficiencies in large hospitals and healthcare organizations. Bob also co-authored widely mandated healthcare initiatives that are currently in place today. This experience allows him to provide our clients with a unique perspective while addressing all aspects of financial planning.

He earned his MBA from the Manujothi International Institute.  He currently holds series 7-General Securities Representative, and series 66-Uniform Combined State Law Exam registrations, and is licensed in Illinois and Florida for Life and Health, and annuity products.

In his spare time, Bob is a master scuba diver. He enjoys underwater photography and riding his Harley Davidson. Bob currently resides in Brandon, Florida.

bowens@RedOakCapitalManagement.com

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Certain representatives of Red Oak Capital Management are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Hayden Royal, LLC, an SEC-registered investment advisory firm. Red Oak Capital Management may only conduct business with residents of the states for which they are properly registered.