Charles M. Sloan, CFA


Charles M. Sloan joined Oak Family Advisors, LLC on April 1, 2016 as President.

Charlie is a seasoned investment analyst and portfolio manager. After working as a staff auditor with the firm of Arthur Andersen & Co. from 1988-1990, Charlie began working in the financial industry in 1990 at Harris Trust and Savings Bank, a subsidiary of Bank of Montreal, in trust administration and asset management. He then worked for Holland Capital Management (HCM) as a senior equity analyst from 2000-2001 and again from 2003-2005.

Between 2001-2003, Charlie worked for Bufka & Rodgers, LLC (now part of Mid-Continental Capital, LLC) as a Portfolio Manager, and returned in 2005 as an Executive Vice President and Portfolio Manager where he worked until March of 2015. Most recently he served as Interim CFO for Forward Health Group, a Healthcare software company in Madison, Wisconsin.

Charlie attended Northern Illinois University on an athletic golf scholarship where he graduated with a Bachelor of Science degree in 1988, with a major in accountancy. He then passed the CPA exam and met all licensing qualifications. In 1998, Charlie received his MBA, with honors, from the University of Chicago's Booth School of Business, and he is a Chartered Financial Analyst (CFA).

Charlie has been an Adjunct Instructor at the University of Chicago's Graham School, teaching a course in Securities and Financial Markets for more than a decade. Outside of these endeavors, Charlie enjoys golfing, tennis, windsurfing and yoga.

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