 ak Associates has assembled a team of seasoned
investment professionals who share a commitment to helping clients pursue their
financial goals.
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James D. Oelschlager
Mr. Oelschlager has more than 38 years of investment experience. He founded
Oak Associates, ltd. in 1985 and serves as Chief Investment Officer and Chief Executive
Officer. Mr. Oelschlager is the Portfolio Manager for the separate account portfolios
as well as for the White Oak 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
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Mark W. Oelschlager, CFA
Mr. Oelschlager has more than 13 years of investment experience. He joined Oak Associates, ltd. in 2000 and currently serves as a Research Analyst and Portfolio Manager for the Pin Oak Aggressive Stock Fund, Red Oak Technology Select Fund and Live Oak Health Sciences Fund. 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 and an MBA from The Ohio State University, and is a CFA charterholder. |
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Robert D. Stimpson, CFA
Mr. Stimpson has more than 11 years of investment experience. He joined Oak Associates, ltd. in 2001 and currently serves as a Research Analyst and Portfolio Manager for the Rock Oak Core Growth Fund and River Oak Small Cap Growth Fund. Previously, Mr. Stimpson served as an Equity Market Analyst for IDEA and as a Financial Consultant for Merrill Lynch. Mr. Stimpson holds a BA in International Studies from Dickinson College and an MBA from Emory University, and is a CFA charterholder. |
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Donna L. Barton
Ms. Barton has more than 28 years of investment experience. She 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. |
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Margaret L. Ballinger
Ms. Ballinger has more than 30 years of investment experience. She founded Oak Associates, ltd. in 1985 and currently serves as Portfolio Trader, Director of Cash Management, and as Assistant Portfolio Manager for the separate account portfolios. 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. |
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Sandra H. Noll, CPA
Ms. Noll has more than 13 years of investment experience. She joined Oak Associates, ltd. in 1994 and currently serves as Director of Accounting and 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.
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Suite 250