| Name | Title | Contact Details |
|---|---|---|
Pamela Perdue |
Senior Vice President and Chief Compliance Officer | Profile |
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Oak Valley is located in the heart of California’s Central Valley and serves a growing footprint spanning five counties and reaching into the eastern Sierra Nevada. Small to medium-sized businesses, professionals and individuals are attracted to our unique style of service. Service that our employees take pride in delivering. Located in Oakdale, Oak Valley boasts the designation of being the only NASDAQ traded company headquartered in Stanislaus County. Embracing a team philosophy and promoting from within characterize how the employees of Oak Valley manage for success under a long term growth strategy. Team-wide commitment to a culture of service and community provide the foundation for a well thought out de novo branch approach, we refer to as our “Rolling 10 Year Plan.” In our 24 year history, execution of this plan has transformed the Bank from a single branch operation in Oakdale, to 15 locations (16th under construction) and just under $800 million in assets. Dynamic individuals with a spirit of teamwork and an aptitude for collaboration make Oak Valley a great place to bank and work, and will find themselves positioned well for advancement. High-quality employees attract high-quality clients: Our employees are the driving force behind the Bank’s growth and profitability. They pride themselves on offering a unique style of relationship service. Seamless team participation develops the individual and drives our commitment to continually improve. We seek self-motivated individuals who excel in a team environment and employ a ‘promote from within strategy.’ Our relationship building philosophy extends to clients and employees; it’s a long term vision. Our goal for employees is to create an atmosphere that challenges them to be their best while providing them with the tools to continue to develop professionally and enhance their role in the community.
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