Investment Team
Trading Team
Compliance
James D. Oelschlager
Mr. Oelschlager has more than 40 years of investment experience. He founded Oak Associates, ltd. in 1985 and currently serves as Chief Investment Officer and Chief Executive Officer. Mr. Oelschlager is the Portfolio Manager for the large-cap growth separate account portfolios and the White Oak Select Growth Stock Fund. Previously, he served as the Assistant Treasurer of the Firestone Tire & Rubber Company, where he was directly responsible for the management of the company's pension assets. Mr. Oelschlager holds a BA in Economics from Denison University and a JD from Northwestern University School of Law.
Robert D. Stimpson, CFA, CMT
Mr. Stimpson has more than 13 years of investment experience. He is the Portfolio Manager for Oak’s Small-Cap Growth Strategy and also manages the Rock Oak Core Growth Fund, Black Oak Emerging Technology Fund, and River Oak Discovery Fund. He is also a member of the firm’s Investment Team, which oversees separately-managed accounts. Prior to joining Oak Associates, Mr. Stimpson served as an Equity Market Analyst for IDEAglobal in New York, and as a Financial Consultant for Merrill Lynch in Connecticut. Mr. Stimpson holds a BA in International Studies from Dickinson College, a Masters in Business Administration from Emory University, the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Mark W. Oelschlager, CFA
Mr. Oelschlager has more than 15 years of investment experience. He joined Oak Associates, ltd. in 2000 and currently serves as the Portfolio Manager for the Pin Oak Aggressive Stock Fund, Live Oak Health Sciences Fund and Red Oak Technology Select Fund. He is also a member of the firm’s Investment Team, which oversees separately-managed accounts. Previously, Mr. Oelschlager served as a Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, a Masters in Business Administration from Ohio State University, and the Chartered Financial Analyst (CFA) designation.
Margaret L. Ballinger
Ms. Ballinger has more than 28 years of investment experience. She co-founded Oak Associates, ltd. in 1985 and currently serves as Portfolio Trader and Director of Information Management. Previously, Ms. Ballinger served in the Portfolio Investment, Tax, and Corporate Accounting departments of The Firestone Tire & Rubber Company. Ms. Ballinger holds a BS in Management from the University of Phoenix.
Sandra H. Noll, CPA
Ms. Noll has more than 15 years of investment experience. She joined Oak Associates, ltd. in 1994 and currently serves as Chief Compliance Officer. Previously, Ms. Noll served as a CPA for Lomax, Soful & Foster. She holds a BS in Accounting from the University of Akron.
Donna L. Barton
Ms. Barton has more than 25 years of investment experience. She co-founded Oak Associates, ltd. in 1985 and currently serves as Senior Portfolio Trader and as Assistant Portfolio Manager for the separate account portfolios. Previously, Ms. Barton served in the Portfolio Investment and Accounting departments of The Firestone Tire & Rubber Company. Ms. Barton holds a BS in Finance from the University of Akron.
Investment Professionals
Oak Associates, ltd.
A Focus on Growth
This page was last updated: May 12, 2010
Oak Associates, ltd. 2009
3875 Embassy Parkway - Suite 250, Akron, Ohio 44333
Main Tel: 330-668-1234 Fax: 330-668-2901
Oak Associates, ltd. is an independent investment advisor registered with the U.S. Securities & Exchange Commission.
Investment Strategies
Large-Cap Growth
Small-Cap Growth
Sales & Marketing
John W. McAuley, CIMA
Mr. McAuley has more than 11 years of investment experience. He joined Oak Associates, ltd. in 2010 and currently serves as the Director of Sales and Marketing. Previously, Mr. McAuley served as a Regional Director of Sales for William Blair & Co. in Chicago and as a Portfolio Specialist with Columbia Management in Charlotte. Mr. McAuley earned a BS in Business Management from North Carolina State University and the Certified Investment Management Analyst designation. Mr. McAuley also hold the Series 6, 7, 63, and 65 security licenses.
