About Oak Point

Oak Point is redefining how organizations navigate policy and regulation: delivering clarity and foresight through a high-touch, embedded model that keeps clients confident, agile, and ahead of change.

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Meet the Team

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  • Principal Advisor

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Why Oak Point?

  • Integrated Policy and Market Expertise

    Cross-domain experience spanning federal housing finance, bank regulation, and capital markets enables quantification of both regulatory impact and commercial implications in one workstream.

  • Proven Credibility with Industry and Regulators

    More than a decade of direct engagement with federal agencies, trade associations, and institutional investors; experienced in briefing senior executives and responding during regulatory comment cycles.

  • High-Touch Client Engagement

    Every engagement is led personally by Oak Point’s Principal Advisor, with a fixed cadence, rapid-response access, and tailored deliverables that convert insight into action.

  • Decision-Ready Deliverables

    Executive-level summaries with documented assumptions, alternatives, and implementation implications; built to inform board, investment committee (IC), and examiner conversations.