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Robert D. Stimpson, CFA, CMT

Chief Investment Officer, Portfolio Manager, Managing Partner

28

Years Experience

24

Years with Oak

Experience

Robert joined Oak Associates, ltd. in 2001. Previously, he served as an Equity Market Analyst for IDEAglobal, a global research firm that analyzes major asset classes and international macro policy. Robert began his investment career at Merrill Lynch, serving as a Financial Consultant in Stamford, Connecticut.

Today he is Chief Investment Officer of Oak Associates, ltd. and 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, and Live Oak Health Sciences Fund.

Education

Robert earned his MBA from Goizueta Business School at Emory University, concentrating in International Finance. He also holds a BA in International Studies from Dickinson College in Carlisle, Pennsylvania.

Professional Designations

Robert holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Robert is a member of the CFA Institute, the CFA Society of Cleveland and the Chartered Market Technicians Association.

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