Marlo Oaks
Consultant / Advisor at Pulsar Capital Management LLC
Profile
Marlo McKay Oaks is a Senior Advisor at Pulsar Capital Management LLC.
Prior to this, he held positions as Director at Farmers Group, Inc. from 1986 to 2011, Director at Intermountain Health (Utah) from 2011 to 2013, Senior Advisor at Peace Field Ltd.
from 2014 to 2017, and Senior Vice President at Crewe Advisors LLC from 2017 to 2021.
Oaks received an undergraduate degree from Brigham Young University and an MBA from UCLA Anderson School of Management in 2000.
Marlo Oaks active positions
| Companies | Position | Start |
|---|---|---|
Pulsar Capital Management LLC
 Pulsar Capital Management LLC Investment ManagersFinance Pulsar Capital Management (Pulsar Capital) is a private equity/venture capital firm. The firm is headquartered in San Jose, California. | Consultant / Advisor | - |
Former positions of Marlo Oaks
| Companies | Position | End |
|---|---|---|
Crewe Advisors LLC
 Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | Private Equity Investor | 30/06/2021 |
| Peace Field Ltd. | Consultant / Advisor | 31/12/2016 |
Intermountain Health (Utah)
 Intermountain Health (Utah) Hospital/Nursing ManagementHealth Services Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT. | Director/Board Member | 30/09/2013 |
Farmers Group, Inc.
 Farmers Group, Inc. Insurance Brokers/ServicesFinance The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA. | Director/Board Member | 31/05/2011 |
Training of Marlo Oaks
| Brigham Young University | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Farmers Group, Inc.
Farmers Group, Inc. Insurance Brokers/ServicesFinance The Farmers Group, Inc. provides insurance management services. The company distributes policy statements, collects premiums and provides other services through its own exchanges. It offers account and insurance resources. The company was founded by John C. Tyler and Thomas E. Leavey in 1928 and is headquartered in Woodland Hills, CA. | Finance |
Intermountain Health (Utah)
Intermountain Health (Utah) Hospital/Nursing ManagementHealth Services Intermountain Health Care, Inc. provides healthcare services. It focuses in kidney care, plastic surgery, tele-health services, urology, paediatrics, pharmacy services, heart care, and imaging services. The company was founded in 1976 and is headquartered in Salt Lake City, UT. | Health Services |
| Peace Field Ltd. | |
Crewe Advisors LLC
Crewe Advisors LLC Investment ManagersFinance Part of HH2007 LLC, Crewe Advisors LLC is a fee-based, independent, SEC-registered investment advisor providing comprehensive financial, estate, investment, tax, risk and philanthropic planning. The company is based in Salt Lake City, UT. Crewe Advisors offers impartial advice and an open architecture with clients’ best interests in mind. The company was founded in 2015 by Ryan Paul Halliday. Ryan Paul Halliday has been the CEO since 2014. | Finance |
Pulsar Capital Management LLC
Pulsar Capital Management LLC Investment ManagersFinance Pulsar Capital Management (Pulsar Capital) is a private equity/venture capital firm. The firm is headquartered in San Jose, California. | Finance |
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