Client Diversity. Responsive Strategies.

Oakleaf has developed an array of advisory services in collaboration with our diverse client base, responsive to their complex needs in risk analytics, finance, and technology. Oakleaf’s clients are positioned at the intersection of three business change drivers: the rapidly evolving banking and financial services regulatory landscape; the next generation mortgage industry; and advances in “big data” and complex datasets, including Cloud computing.
US Treasury Department building. Washington DC, capital city of the United States.

Federal Agencies

  • FDIC
  • Ginnie Mae
  • GSEs
  • NCUA
  • New York State AG & New Jersey Office of the AG
  • Securities & Exchange Commission
  • U.S. Treasury


Financial Services

  • Bank of Montreal
  • BSI Financial Services
  • E*Trade Financial Corporation
  • Housing Group Fund
  • Intercoastal Mortgage Company
  • MGIC
  • Northern Trust
  • Pentagon Federal Credit Union
  • Wilmington Trust

Gavel On Conference Table

Law Firms

  • Goulston & Storrs PC
  • Hunton & Williams LLP
  • Kasowitz Benson Torres LLP
  • Korein Tillery LLC
  • Labaton Sucharow LLP
  • Lundin PLLC
  • Patterson Belknap Webb & Tyler LLP
  • Schlam Stone & Dolan LLP
  • Skarzynski Marick & Black LLP
  • Wollmuth Maher & Deutsch LLP