Terrence S. Wilson, CFA

Chief Executive Officer

Terrence Wilson is Chief Executive Officer of Oak Family Advisors, LLC.

He received his BS degree in Engineering from the University of Illinois in 1985, and then spent 12 years in the telecommunications industry. Terry left the telecommunications field in 1997 to pursue an MBA degree in Finance from the University of Chicago, which he received in 1998. ​

Terry began working in the financial industry in 1999 as an Associate Equity Analyst for Lincoln Capital Management, a large cap growth fund manager. His initial responsibilities included research support for the firm’s senior industrial analyst and were followed by primary research coverage of the energy sector.

In 2002, Terry joined CMF Capital Management, a multi-cap long/short hedge fund, as an equity analyst and was responsible for a variety of industrial and applied technology sectors in the fund. Terry joined Bufka & Rodgers, (now part of Mid-Continent Capital, L.L.C.) in June 2004 as a Senior Investment Analyst and Portfolio Manager and became a Vice President/Principal in 2008. Terry joined Oak Family Advisors, LLC in December 2011. Terry is also a Chartered Financial Analyst.

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