OUR TEAM
Business consulting that suits your needs
MARCUS MARTIN
Chief Compliance Officer
Marcus brings 18 years of global and locally embedded emerging markets structuring, production and management experience across
Europe, Middle East and Africa at UBS, Merrill Lynch, Lehman Brothers, Troika (SBERbank), UniCredit & JonesTrading. He prides himself as an infrastructure architect and a “go-to” guy for trusted client relationships on both the buy- and sell-side. Marcus is also Head of Blockchain advisory with an extensive knowledge on value assessment, application, technology and digital asset market infrastructure. Marcus co-founded Global Oak Capital Markets and established the operations for the firm's global equity, private equity and fixed income banking services platform. Mr. Martin graduated with a B.B.A. in Economics from the University of Virginia where he played varsity football and basketball.
JON LIEBERGALL
Head of Debt Markets
A top-performing and transformative senior financial services executive with a track record of accomplishment in business development, risk mitigation,
advising, and organizational leadership. An agile change agent, known for adding value, resolving complex issues, forming strong relationships, and creating and executing successful financial plans through collaboration and negotiation. Jon’s career as an investment banker began in 1987 before moving on to AIG in 1991 where he remained for almost 25 years, honing his banking and advising skills while structuring and executing transactions for AIG's proprietary portfolio and third-party counterparts. Since his departure from AIG in 2015, Jon has enjoyed utilizing his skills to assist small and medium businesses in achieving their growth objectives. In 2018, Jon moved to Charleston, South Carolina and continues to support entrepreneurs in all phases of their business through his involvement at Global Oak Capital Markets and Vu Partners.
EUCLID WALKER
Managing Director, Global Capital Markets
Euclid Walker is an experienced investment and advisory professional. He worked at Morgan Stanley for over 10 years in Private Equity, Corporate Finance, Mergers &
Corporate Finance, Mergers & Acquisitions and Real Estate with senior roles in Chicago, London and South Africa. His experience includes business development, client engagement, operations and management (he served as Operations Officer of Morgan’s Corporate Finance and Banking Departments in Europe, the Middle East and Africa). Since leaving Morgan Stanley Mr. Walker has built a track record of founding and growing successful entrepreneurial investment and Advisory businesses. He has raised and deployed Private Equity and Hedge Funds and has built a Direct Investing and advisory business focused on serving family offices and high net-worth individuals. During his career Mr. Walker has led the investment or capital raising of over $5 billion for partners and clients. Mr. Walker graduated from Morehouse College with a BA in Business Administration with Concentrations in Banking, Finance and Real Estate. He currently serves as chair of the Trusteeship committee of Morehouse College’s Board of Trustees.
Marie Katz brings a wealth of executive leadership through her years in senior roles across compliance, finance, and risk for premiere organizations, including
AIG Global Capital Markets, Bank of America, GE Asset Management, Royal Bank of Scotland and The New York Stock Exchange. Marie has also worked directly for FINRA as a Senior Examiner and maintains involvement as a FINRA Arbitrator. Given Marie's background as an equity analyst, she is widely recognized for her ability to bridge corporate strategy with financial projections alongside regulatory and compliance requirements for best practice based infrastructure. Currently, at Global Oak, Marie leads the financial operations, advises the firm on compliance matters and is a member of the strategic leadership committee. Mrs. Katz graduated with a B.A. in Political Science from Binghamton University and received her MBA from Fordham University,.
MARIE KATZ
Chief Financial Officer
Managing Director, Global Capital Markets
William F. Drake has built an extensive career across numerous client relationship, trading and investment officer positions at Huntington Bank and Liberty Savings
Bank, as well as a senior equity trading role at Schonfeld Securities where he was a top revenue producer. Bill was also a partner with JAW Trading based in Boca Raton, Florida for over three years after his time at Schonfeld. Prior to building Global Oak, Bill was the lead portfolio manager at Allen, Mooney & Barnes Wealth Management for 7 years where he managed the core US equities portfolio which produced superior returns. Alongside his Chief Compliance Officer role at Global Oak, Bill also handles administration and oversees equities trading. Mr. Drake graduated with a B.B.A in Finance from The Ohio State University.
WILLIAM FRANCIS DRAKE III
Managing Director, Global Capital Markets
JIM PHILIP
Jim brings three decades of world-class experience to Global Oak. His combination of experience as an entrepreneur, board member, angel
investor, and investment banker informs his approach with clients and
board responsibilities. Jim is a founder of Vu Partners, where he offers strategic guidance to business owners as they build value and determine the next stage for their organizations. Previously, Jim was President of BuildOnMe, an artificial intelligence software company, and a co-founder of Harbor View Advisors, a middle market investment banking firm. Prior to Harbor View, Jim was President of Vurv Technology where he helped grow the company from a 30 employee, closely-held start-up to a dynamic, venture-backed company with more than 350 employees. Prior to that, Jim was a Partner in the Investment Banking Group at Thomas Weisel Partners and worked as a senior investment banker for Montgomery Securities in San Francisco. Jim also worked as an M&A specialist for Financo (formerly a division of Shearson, Lehman) and Dean Witter Reynolds in New York. Jim is an avid ultra-marathoner, triathlete, motivator and father of three. Jim received a Bachelor of Arts from Vanderbilt University and a Master of Business Administration (MBA) from Stanford University Graduate School of Business.