Announcing Our New Partnership!
Running Oak Capital uses a rules-based method of managing risk that will add increased diversification to the process of screening, selecting, and monitoring individual stocks on behalf of our clients.
Before moving to Minnesota, Seth lived in New York for 14 years, where he was the lead portfolio manager at Trillium Asset Management. He graduated from the University of North Carolina with a degree in Operations Research and earned his MBA from the Wharton School in Pennsylvania. Seth is the founder of Running Oak Capital, where he refined his efficient growth investment strategy and earned the attention of his Wharton professors. Seth lives with his wife and three children in Edina, Minnesota.
We are excited to have a relationship with Running Oak Capital, who will immediately expand the existing resources available to us. If you have any questions about our investment management process, please don’t hesitate to contact us at 630-445-2380 or JStanton@seacrestwm.com.
John Stanton is a Wealth Advisor at The Stanton Group WP | SeaCrest Wealth Management, LLC. With more than three decades of experience in the financial services industry, he serves as an advisor for clients, focusing on financial planning and the investment strategies to support their financial plan. Based in Naperville, Illinois, John serves clients in Naperville, Plainfield, Darien, and throughout the state. Learn more about John’s services by visiting www.stantongwp.com or connecting with him on LinkedIn. You may reach John at 630-445-2380 or email JStanton@seacrestwm.com.
The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management, LLC (the “SWM”), a registered investment advisor. SWM is a registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission located in the State of New York. SeaCrest Wealth Management, LLC can be reached at (914) 502-1900.
Seth Cogswell and Running Oak Capital are not affiliated with The Stanton Group WP, nor SeaCrest Wealth Management, LLC.