Pacific Oak Capital Markets LLC, an alternative investment distributor, announced that financial services industry veteran Jim Kenney has joined the company as senior regional vice president for the Northwest Territory.
The company says Kenney will build and maintain relationships with broker-dealer registered representatives and registered investment advisors throughout Alaska, Washington, Oregon, Idaho, Montana, Wyoming, the Dakotas, and the northern half of both California and Nevada.
“Pacific Oak is in a period of significant growth in sales and distribution, and we are delighted to welcome Jim to our team of leading professionals,” said Jeff Kremin, president and managing director of distribution for Pacific Oak Capital Markets. “Jim’s ability to build and maintain lasting and trusted partnerships and provide client-based engagement will make him an invaluable resource for the seasoned financial professionals we work with.”
Kenney is a tenured wholesaler with more than 15 years of experience in the ﬁnancial services industry and knows various product types including mutual funds, private credit, private equity, Reg D offerings, 1031s, business development companies, preferred stock offerings and L bonds. Prior to joining Pacific Oak Kenney held roles with Skyway Capital Markets, Triton Pacific, GWG Life and Natixis Global Asset Management.
Kenney earned a bachelor’s degree from Boston College and holds his FINRA series 7 and 66 licenses.
Pacific Oak Capital Markets is a wholesaler and managing broker-dealer for alternative investment offerings, including a qualified opportunity zone fund, Delaware statutory trust, and other private and public offerings such as SmartStop Strategic Storage Trust VI.