experience
with Oak
Senior Analyst
Experience
Jeff re-joined Oak Associates, ltd. in 2019. Previously, he was a Principal and Senior Analyst at Winslow Asset Management, Director of Research at Broadleaf Partners, and was a Portfolio Manager with Oak Associates, part of which he also served as Portfolio Manager for Black Oak Emerging Technology and Red Oak Technology Select Funds.
Today he is co-manager of White Oak Select Growth Fund, Pin Oak Equity Fund, Rock Oak Core Growth Fund, River Oak Discovery Fund, [INLINK '587']Red Oak Technology Select Fund[/INLINK], [INLINK '588']Black Oak Emerging Technology Fund[/INLINK], and [INLINK '593']Live Oak Health Sciences Fund[/INLINK].
Education
Jeff earned his MBA from Case Western Reserve University. He also holds a BA in Economics from Denison University.
Professional Designations
Jeff holds the Chartered Financial Analyst (CFA) designation. Jeff is a member of the CFA Institute and the CFA Society of Cleveland.