Oak Associates, ltd.
3875 Embassy Parkway - Suite 250, Akron, Ohio 44333
Main Tel: 330-668-1234 Fax: 330-668-2901
James D. Oelschlager - Founder & Co-Chief Investment Officer
Mr. Oelschlager has more than 48 years of investment experience. He founded Oak Associates in 1985. Previously, he served as the Assistant Treasurer of The Firestone Tire & Rubber Company. Mr. Oelschlager holds a BA in Economics from Denison University, a JD from Northwestern University School of Law and an Honorary Doctor of Humane Letters from The University of Akron.
Robert D. Stimpson, CFA, CMT – Portfolio Manager
Mr. Stimpson has more than 20 years of investment experience. He joined Oak Associates in 2001. 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, an MBA from Emory University and Chartered Financial Analyst and Chartered Market Technician designations.
Mark W. Oelschlager, CFA - Co-Chief Investment Officer & Portfolio Manager
Mr. Oelschlager has more than 23 years of investment experience. He joined Oak Associates in 2000. Previously, Mr. Oelschlager served as a Senior Securities Analyst for State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst designation.
Margaret L. Ballinger - Chief Operating Officer & Chief Compliance Officer
Margaret Ballinger was named Chief Compliance Officer in December, 2014. She currently serves as Chief Operating Officer for Oak Associates, ltd. In her role, she is responsible for leading the internal processes for promoting and ensuring Oak’s compliance with laws, regulations, company policies and contracts, including overseeing compliance risk management and internal compliance reporting programs. She is also responsible for formulating and implementing Oak’s policies and procedures, including its Code of Ethics, and making sure they are communicated and trained upon across the firm. Ms. Ballinger has more than 30 years of investment experience. She co-founded Oak Associates, ltd.in 1985.
Oak Associates, ltd. is an independent investment advisor registered with the U.S. Securities & Exchange Commission.
Sinda R. Tisch - Head Trader
Ms. Tisch has more than 16 years of investment experience. She joined Oak Associates, ltd. in 1999 and currently serves as Head Trader. Ms. Tisch is responsible for daily trading activity and settlement. Ms. Tisch is also a member of the Best Execution Committee, where she oversees the soft dollar commission program. Previously, Ms. Tisch served in the Corporate Accounting and Job Cost Analysis departments of an environmental engineering firm.
Tina M. Tan - Director of Relationship Management
Ms. Tan has more than 15 years of investment experience. She joined Oak Associates, ltd. in 2002 and currently serves as Director of Relationship Management. Ms. Tan holds a BS in Corporate Finance from the University of Akron and an MBA from Weatherhead School of Management at Case Western Reserve University.
Stephanie Patterson - Director of Client Services
Stephanie Patterson has 12 years of financial services experience. Prior to joining Oak in 2014, Ms. Patterson worked for Charles Schwab & Co., Inc. as a Client Service Manager for their Retirement Plan Services Group. Ms. Patterson maintains her Qualified 401(k) Administrator designation with the American Society of Pension Professionals and Actuaries. She received her Bachelor of Science in Business Administration from The Ohio State University with concentrations in Marketing and Economics.