Advisors at this firm
Khalid U
Series 63, Series 65
North Bethesda, MD
One Oak
Khalid Usmani is an investment advisor at One Oak with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GuideVine and Avantax Wealth Management. In addition to his advisory role, he serves as president of MIU Partners LLC, an independent insurance agency specializing in property, casualty, and life insurance. One Oak Holdings is an investment manager providing outsourced chief investment officer (OCIO) and related services primarily to institutional clients such as endowments, foundations, and family offices. The firm’s approach combines fundamental, quantitative, and technical methods with client education and governance consulting, offering tailored investment policies and risk management under both discretionary and non-discretionary mandates.
Saqib R
Series 63, Series 65
North Bethesda, MD
One Oak
Saqib Rashid is a financial advisor at One Oak with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his primary role, he is involved in advisory and consulting capacities with several private equity and venture capital firms, supporting marketing, capital raising, and institutional investor relations. One Oak Holdings is an investment manager specializing in outsourced chief investment officer (OCIO) services for institutional clients such as endowments, foundations, and family offices. The firm’s approach includes tailored investment policies, strategic asset allocation, risk management, and client education through seminars and consulting engagements.
Kartik P
Series 65
North Bethesda, MD
One Oak
Kartik Pawar is a financial advisor at One Oak with a Series 65 designation and experience at firms including HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. He has worked in the investment industry since 2016. One Oak Holdings is an investment manager providing outsourced chief investment officer (OCIO) and related services primarily to institutional clients such as endowments, foundations, family offices, and pooled vehicles. The firm’s approach combines fundamental, quantitative, technical, and modern portfolio theory techniques and includes client education through seminars and consulting, alongside investment management and governance services.
