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Jeffrey B. Travis, CFA

Portfolio Manager, Senior Analyst

27

Years Experience

6

Years with Oak

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, Red Oak Technology Select Fund, Black Oak Emerging Technology Fund, and Live Oak Health Sciences Fund.

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.

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