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Our Team

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James Oelschlager
Jim Oelschlager
Founder
Co-Chief Investment Officer
53years
experience
37years
with Oak
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Robert D. Stimpson, CFA, CMT
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer
Portfolio Manager
Managing Member
25years
experience
21years
with Oak
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Jeffrey B. Travis, CFA
Jeffrey B. Travis, CFA
Portfolio Manager
Senior Analyst
24years
experience
3years
with Oak
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Margaret Ballinger
Margaret Ballinger
President of Oak Associates, ltd.
Chief Compliance Officer
Chief Operating Officer
Managing Member
45years
experience
37years
with Oak
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Carol Zollars
Carol Zollars
Chief Financial Officer
Managing Member
25years
experience
25years
with Oak
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Sinda Tisch
Sinda Tisch
Head Trader
23years
experience
23years
with Oak
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Chuck Kiraly
Chuck Kiraly
President of Oak Associates Funds
Director of Mutual Fund Operations
29years
experience
8years
with Oak
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Sarah Hill
Sarah Hill
Relationship Manager
10years
experience
3years
with Oak
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Stephanie SanMiguel2
Stephanie SanMiguel
Administrative Assistant
21years
experience
2years
with Oak
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