Investment Team

Oak Associates has assembled a team of dedicated and seasoned investment professionals who share a commitment to serving shareholders and clients.  
 

James D. Oelschlager
Chief Investment Officer and Portfolio Manager

James D. Oelschlager founded Oak Associates, ltd. in 1985 and serves as Chief Investment Officer and Chief Executive Officer. Mr. Oelschlager is the Portfolio Manager of the White Oak Select Growth Fund and has managed the Fund since its inception. Prior to founding Oak Associates, ltd., 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. Mr. Oelschlager has more than 45 years of investment experience.

 

Mark W. Oelschlager, CFA
Portfolio Manager

Mark W. Oelschlager, CFA, is the Portfolio Manager of the Pin Oak Equity Fund, the Live Oak Health Sciences Fund and the Red Oak Technology Select Fund. He is also Co-Portfolio Manager of the White Oak Select Growth Fund.  Prior to joining the Adviser in 2000, Mr. Oelschlager was a Senior Securities Analyst for the State Teachers Retirement System of Ohio. He holds a BA in Economics from Trinity College, an MBA from Ohio State University, and the Chartered Financial Analyst (CFA) designation. Mr. Oelschlager has more than 20 years of investment experience.

 

Robert D. Stimpson, CFA
Portfolio Manager

Robert D. Stimpson, CFA, CMT, is the Portfolio Manager of the River Oak Discovery Fund, the Rock Oak Core Growth Fund and the Black Oak Emerging Technology Fund.  He is also Co-Portfolio Manager of the White Oak Select Growth Fund.  Prior to joining the Adviser in 2001, Mr. Stimpson served as an Equity Market Analyst for IDEAglobal in New York City, and as a Financial Consultant for Merrill Lynch in Connecticut. Mr. Stimpson holds a BA in International Studies from Dickinson College and an MBA from Emory University. He holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations. Mr. Stimpson has more than 17 years of investment experience.